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WealthSource Partners’s IQVIA IQV Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-792
Closed -$223K – 596
2021
Q4 		$223K Sell
792
-112
-12% -$29.1K 0.02% 499
2021
Q3 		$217K Sell
904
-52
-5% -$13.1K 0.02% 466
2021
Q2 		$232K Sell
956
-234
-20% -$54K 0.02% 416
2021
Q1 		$230K Buy
+1,190
New +$223K 0.02% 382
2016
Q3 		– Sell
-3,782
Closed -$247K – 279
2016
Q2 		$247K Sell
3,782
-274
-7% -$18.4K 0.09% 203
2016
Q1 		$264K Buy
+4,056
New +$257K 0.11% 174

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return