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TD Ameritrade Investment Management’s IQVIA IQV Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-77
Closed -$17K – 231
2023
Q2 		$17K Sell
77
-14
-15% -$2.81K ﹤0.01% 297
2023
Q1 		$18K Buy
91
+4
+5% +$855 ﹤0.01% 320
2022
Q4 		$18K Sell
87
-49
-36% -$9.94K ﹤0.01% 331
2022
Q3 		$25K Sell
136
-131
-49% -$28.7K ﹤0.01% 322
2022
Q2 		$58K Sell
267
-59
-18% -$12.8K ﹤0.01% 285
2022
Q1 		$75K Buy
326
+127
+64% +$30.1K ﹤0.01% 320
2021
Q4 		$56K Buy
199
+2
+1% +$519 ﹤0.01% 336
2021
Q3 		$31K Sell
197
-7
-3% -$1.77K ﹤0.01% 363
2021
Q2 		$49K Buy
204
+9
+5% +$2.08K ﹤0.01% 342
2021
Q1 		$35K Hold
195
– – ﹤0.01% 363
2020
Q4 		$35K Sell
195
-2
-1% -$337 ﹤0.01% 363
2020
Q3 		$31K Buy
197
+10
+5% +$1.57K ﹤0.01% 363
2020
Q2 		$27K Sell
187
-3
-2% -$407 ﹤0.01% 362
2020
Q1 		$20K Sell
190
-36
-16% -$5.14K ﹤0.01% 357
2019
Q4 		$35K Buy
226
+156
+223% +$22.8K ﹤0.01% 345
2019
Q3 		$10K Buy
+70
New +$10.9K ﹤0.01% 429

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TD Ameritrade Investment Management's IQV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of IQVIA (IQV) in Q3 2023, closing a stake of 77 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in IQV in Q3 2019 and held it in 16 quarters. The position peaked at $75K in Q1 2022. 942 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 77 IQVIA shares in Q3 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in IQVIA in Q3 2019 and held it in 16 quarters.
  • TD Ameritrade Investment Management's IQVIA position peaked at $75K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.