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TFO Wealth Partners’s IQVIA IQV Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-8
Closed -$2K – 307
2022
Q2 		$2K Buy
+8
New +$1.74K ﹤0.01% 319
2020
Q4 		– Sell
-500
Closed -$79K – 121
2020
Q3 		$79K Hold
500
– – 0.03% 42
2020
Q2 		$71K Hold
500
– – 0.03% 46
2020
Q1 		$53K Hold
500
– – 0.02% 57
2019
Q4 		$77K Buy
+500
New +$73K 0.07% 54

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

TFO Wealth Partners's IQV Position: Q3 2022 in Review

TFO Wealth Partners sold out of IQVIA (IQV) in Q3 2022, closing a stake of 8 shares — an estimated $2K sold.

TFO Wealth Partners first reported a position in IQV in Q4 2019 and held it in 5 quarters. The position peaked at $79K in Q3 2020. 887 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • TFO Wealth Partners reported no remaining IQVIA position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 8 IQVIA shares in Q3 2022, an estimated $2K.
  • TFO Wealth Partners first reported a position in IQVIA in Q4 2019 and held it in 5 quarters.
  • TFO Wealth Partners's IQVIA position peaked at $79K in Q3 2020.
  • 887 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.