ARC
IQV icon

Advisor Resource Council’s IQVIA IQV Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-989
Closed -$229K – 364
2023
Q4 		$229K Buy
+989
New +$203K 0.03% 420
2022
Q3 		– Sell
-1,739
Closed -$377K – 311
2022
Q2 		$377K Buy
+1,739
New +$378K 0.04% 332
2022
Q1 		– Sell
-6,395
Closed -$1.8M – 362
2021
Q4 		$1.8M Buy
6,395
+4,687
+274% +$1.22M 0.14% 162
2021
Q3 		$409K Sell
1,708
-2,592
-60% -$654K 0.12% 157
2021
Q2 		$1.04M Buy
+4,300
New +$993K 0.11% 200

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Advisor Resource Council's IQV Position: Q1 2024 in Review

Advisor Resource Council sold out of IQVIA (IQV) in Q1 2024, closing a stake of 989 shares — an estimated $229K sold.

Advisor Resource Council first reported a position in IQV in Q2 2021 and held it in 5 quarters. The position peaked at $1.8M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Advisor Resource Council reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 989 IQVIA shares in Q1 2024, an estimated $229K.
  • Advisor Resource Council first reported a position in IQVIA in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's IQVIA position peaked at $1.8M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.