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Aaron Wealth Advisors’s IQVIA IQV Stock Holding History

Aaron Wealth 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
2024
Q4 		– Sell
-1,003
Closed -$238K – 469
2024
Q3 		$238K Buy
+1,003
New +$237K 0.03% 368
2022
Q2 		– Sell
-255
Closed -$59K – 503
2022
Q1 		$59K Buy
+255
New +$60.4K 0.01% 390

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Aaron Wealth Advisors's IQV Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,003 shares — an estimated $238K sold.

Aaron Wealth Advisors first reported a position in IQV in Q1 2022 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Aaron Wealth Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,003 IQVIA shares in Q4 2024, an estimated $238K.
  • Aaron Wealth Advisors first reported a position in IQVIA in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's IQVIA position peaked at $238K in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.