WealthStone’s IQVIA IQV Stock Holding History

WealthStone’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
2021 Q1	$225K	Buy	+1,168	New	+$219K	0.08%	224
2019 Q3	–	Sell	-12	Closed	-$1.93K	–	319
2019 Q2	$1.93K	Buy	+12	New	+$1.68K	﹤0.01%	538

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthStone's IQV Position: Q1 2021 in Review

WealthStone opened a new position in IQVIA (IQV) in Q1 2021: 1,168 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #224 among its holdings. This is a return to the name: WealthStone previously reported a position in IQV as recently as Q2 2019.

WealthStone first reported a position in IQV in Q2 2019 and has held it in 2 quarters since. 774 funds tracked by Wall St. Rank hold IQV as of Q1 2021.

WealthStone held 1,168 shares of IQVIA worth $225K as of Q1 2021.
IQVIA was a new WealthStone position in Q1 2021.
IQVIA made up 0.08% of WealthStone's portfolio in Q1 2021, its #224 holding.
WealthStone first reported a position in IQVIA in Q2 2019 and has held it in 2 quarters since.
774 funds tracked by Wall St. Rank held IQVIA as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.