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Accordant Advisory Group’s IQVIA IQV Stock Holding History

Accordant Advisory Group’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
Q2 		– Sell
-687
Closed -$174K – 191
2024
Q1 		$174K Buy
+687
New +$160K 0.13% 89

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Accordant Advisory Group's IQV Position: Q2 2024 in Review

Accordant Advisory Group sold out of IQVIA (IQV) in Q2 2024, closing a stake of 687 shares — an estimated $174K sold.

Accordant Advisory Group first reported a position in IQV in Q1 2024 and held it in 1 quarter. The position peaked at $174K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Accordant Advisory Group reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 687 IQVIA shares in Q2 2024, an estimated $174K.
  • Accordant Advisory Group first reported a position in IQVIA in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's IQVIA position peaked at $174K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.