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Avantax Planning Partners’s IQVIA IQV Stock Holding History

Avantax Planning Partners’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
-1,158
Closed -$293K – 485
2024
Q1 		$293K Buy
+1,158
New +$270K 0.01% 365
2018
Q2 		– Sell
-53
Closed -$5K – 830
2018
Q1 		$5K Buy
+53
New +$5.36K ﹤0.01% 1324

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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

Avantax Planning Partners's IQV Position: Q2 2024 in Review

Avantax Planning Partners sold out of IQVIA (IQV) in Q2 2024, closing a stake of 1,158 shares — an estimated $293K sold.

Avantax Planning Partners first reported a position in IQV in Q1 2018 and held it in 2 quarters. The position peaked at $293K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Avantax Planning Partners reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 1,158 IQVIA shares in Q2 2024, an estimated $293K.
  • Avantax Planning Partners first reported a position in IQVIA in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's IQVIA position peaked at $293K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.