TrinityPoint Wealth’s IQVIA IQV Stock Holding History

TrinityPoint Wealth’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 Q2	–	Sell	-919	Closed	-$212K	–	293
2022 Q1	$212K	Buy	919 +161	+21%	+$38.1K	0.04%	295
2021 Q4	$214K	Buy	+758	New	+$197K	0.04%	292

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TrinityPoint Wealth's IQV Position: Q2 2022 in Review

TrinityPoint Wealth sold out of IQVIA (IQV) in Q2 2022, closing a stake of 919 shares — an estimated $212K sold.

TrinityPoint Wealth first reported a position in IQV in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 886 funds tracked by Wall St. Rank hold IQV as of Q2 2022.

TrinityPoint Wealth reported no remaining IQVIA position as of Q2 2022 after selling out during the quarter.
TrinityPoint Wealth sold 919 IQVIA shares in Q2 2022, an estimated $212K.
TrinityPoint Wealth first reported a position in IQVIA in Q4 2021 and held it in 2 quarters.
TrinityPoint Wealth's IQVIA position peaked at $214K in Q4 2021.
886 funds tracked by Wall St. Rank held IQVIA as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.