WealthPLAN Partners’s IQVIA IQV Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-10	Closed	-$2.25K	–	707
2023 Q2	$2.25K	Hold	10	–	–	﹤0.01%	1060
2023 Q1	$1.99K	Buy	+10	New	+$2.14K	﹤0.01%	1131

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

WealthPLAN Partners's IQV Position: Q3 2023 in Review

WealthPLAN Partners sold out of IQVIA (IQV) in Q3 2023, closing a stake of 10 shares — an estimated $2.25K sold.

WealthPLAN Partners first reported a position in IQV in Q1 2023 and held it in 2 quarters. The position peaked at $2.25K in Q2 2023. 943 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

WealthPLAN Partners reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 10 IQVIA shares in Q3 2023, an estimated $2.25K.
WealthPLAN Partners first reported a position in IQVIA in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's IQVIA position peaked at $2.25K in Q2 2023.
943 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.