V Wealth Advisors’s IQVIA IQV Stock Holding History

V 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 Q3	$330K	Sell	1,675 -1,345	-45%	-$292K	0.26%	77
2023 Q2	$679K	Hold	3,020	–	–	0.11%	167
2023 Q1	$601K	Sell	3,020 -18	-0.6%	-$3.85K	0.11%	170
2022 Q4	$622K	Buy	3,038 +1,318	+77%	+$267K	0.13%	164
2022 Q3	$311K	Hold	1,720	–	–	0.06%	276
2022 Q2	$373K	Hold	1,720	–	–	0.07%	270
2022 Q1	$397K	Sell	1,720 -225	-12%	-$53.3K	0.06%	287
2021 Q4	$549K	Hold	1,945	–	–	0.08%	241
2021 Q3	$466K	Hold	1,945	–	–	0.07%	278
2021 Q2	$471K	Hold	1,945	–	–	0.08%	285
2021 Q1	$376K	Hold	1,945	–	–	0.07%	305
2020 Q4	$348K	Buy	1,945 +45	+2%	+$7.58K	0.07%	283
2020 Q3	$299K	Sell	1,900 -45	-2%	-$7.05K	0.21%	127
2020 Q2	$276K	Sell	1,945 -300	-13%	-$40.7K	0.07%	286
2020 Q1	$242K	Buy	+2,245	New	+$321K	0.08%	258

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

V Wealth Advisors's IQV Position: Q3 2023 in Review

V Wealth Advisors reduced its IQVIA (IQV) stake by 45% in Q3 2023, selling an estimated $292K and leaving 1,675 shares worth $330K. The position accounts for 0.26% of the portfolio, ranked #77.

V Wealth Advisors first reported a position in IQV in Q1 2020 and has held it in 15 quarters since. The position peaked at $679K in Q2 2023. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

V Wealth Advisors held 1,675 shares of IQVIA worth $330K as of Q3 2023.
V Wealth Advisors sold 1,345 IQVIA shares in Q3 2023, an estimated $292K.
IQVIA made up 0.26% of V Wealth Advisors's portfolio in Q3 2023, its #77 holding.
V Wealth Advisors first reported a position in IQVIA in Q1 2020 and has held it in 15 quarters since.
V Wealth Advisors's IQVIA position peaked at $679K in Q2 2023.
943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.