Values First Advisors’s IQVIA IQV Stock Holding History

Values First 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 Q2	–	Sell	-12	Closed	-$2.46K	–	246
2023 Q1	$2.46K	Buy	+12	New	+$2.56K	﹤0.01%	303

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Values First Advisors's IQV Position: Q2 2023 in Review

Values First Advisors sold out of IQVIA (IQV) in Q2 2023, closing a stake of 12 shares — an estimated $2.46K sold.

Values First Advisors first reported a position in IQV in Q1 2023 and held it in 1 quarter. The position peaked at $2.46K in Q1 2023. 930 funds tracked by Wall St. Rank hold IQV as of Q2 2023.

Values First Advisors reported no remaining IQVIA position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 12 IQVIA shares in Q2 2023, an estimated $2.46K.
Values First Advisors first reported a position in IQVIA in Q1 2023 and held it in 1 quarter.
Values First Advisors's IQVIA position peaked at $2.46K in Q1 2023.
930 funds tracked by Wall St. Rank held IQVIA as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.