WFA
IQV icon

Wipfli Financial Advisors’s IQVIA IQV Stock Holding History

Wipfli Financial 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
2022
Q3 		$238K Buy
+1,314
New +$288K 0.02% 396

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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

Wipfli Financial Advisors's IQV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in IQVIA (IQV) in Q3 2022: 1,314 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

887 funds tracked by Wall St. Rank hold IQV as of Q3 2022.

  • Wipfli Financial Advisors held 1,314 shares of IQVIA worth $238K as of Q3 2022.
  • IQVIA was a new Wipfli Financial Advisors position in Q3 2022.
  • IQVIA made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #396 holding.
  • 887 funds tracked by Wall St. Rank held IQVIA as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.