VWA
IQV icon

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
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