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Baldwin Wealth Partners’s IQVIA IQV Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-297
Closed -$70.4K – 627
2024
Q3 		$70.4K Buy
+297
New +$70.1K ﹤0.01% 475

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Geode Capital Management
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AllianceBernstein
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Morgan Stanley
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FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Baldwin Wealth Partners's IQV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of IQVIA (IQV) in Q4 2024, closing a stake of 297 shares — an estimated $70.4K sold.

Baldwin Wealth Partners first reported a position in IQV in Q3 2024 and held it in 1 quarter. The position peaked at $70.4K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 297 IQVIA shares in Q4 2024, an estimated $70.4K.
  • Baldwin Wealth Partners first reported a position in IQVIA in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's IQVIA position peaked at $70.4K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.