AWA
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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
-58,958
Closed -$255K – 503
2022
Q1 		$255K Buy
+58,958
New +$14M ﹤0.01% 719

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State Street
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Canada Pension Plan Investment Board
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return