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TCI Wealth Advisors’s IQVIA IQV Stock Holding History

TCI Wealth Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4
Closed -$796 – 1185
2023
Q1 		$796 Sell
4
-23
-85% -$4.92K ﹤0.01% 2140
2022
Q4 		$5.53K Sell
27
-6
-18% -$1.22K ﹤0.01% 1456
2022
Q3 		$6K Buy
33
+4
+14% +$876 ﹤0.01% 1345
2022
Q2 		$6K Hold
29
– – ﹤0.01% 1356
2022
Q1 		$7K Sell
29
-17
-37% -$4.03K ﹤0.01% 1325
2021
Q4 		$13K Buy
46
+8
+21% +$2.08K ﹤0.01% 970
2021
Q3 		$9K Buy
38
+11
+41% +$2.78K ﹤0.01% 1169
2021
Q2 		$7K Buy
27
+4
+17% +$924 ﹤0.01% 1214
2021
Q1 		$4K Sell
23
-32
-58% -$6.01K ﹤0.01% 1381
2020
Q4 		$10K Buy
+55
New +$9.27K ﹤0.01% 651
2020
Q1 		– Sell
-20
Closed -$3K – 1618
2019
Q4 		$3K Buy
+20
New +$2.92K ﹤0.01% 1026

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TCI Wealth Advisors's IQV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of IQVIA (IQV) in Q2 2023, closing a stake of 4 shares — an estimated $796 sold.

TCI Wealth Advisors first reported a position in IQV in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2021. 931 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 IQVIA shares in Q2 2023, an estimated $796.
  • TCI Wealth Advisors first reported a position in IQVIA in Q4 2019 and held it in 11 quarters.
  • TCI Wealth Advisors's IQVIA position peaked at $13K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.