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Barnes Pettey Financial Advisors’s IQVIA IQV Stock Holding History

Barnes Pettey Financial 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
-966
Closed -$229K – 102
2024
Q3 		$229K Sell
966
-82
-8% -$19.4K 0.18% 91
2024
Q2 		$222K Hold
1,048
– – 0.19% 87
2024
Q1 		$265K Hold
1,048
– – 0.23% 76
2023
Q4 		$242K Hold
1,048
– – 0.2% 85
2023
Q3 		$206K Hold
1,048
– – 0.19% 90
2023
Q2 		$236K Hold
1,048
– – 0.2% 88
2023
Q1 		$208K Sell
1,048
-22
-2% -$4.7K 0.2% 96
2022
Q4 		$219K Buy
+1,070
New +$217K 0.23% 93

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Barnes Pettey Financial Advisors's IQV Position: Q4 2024 in Review

Barnes Pettey Financial Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 966 shares — an estimated $229K sold.

Barnes Pettey Financial Advisors first reported a position in IQV in Q4 2022 and held it in 8 quarters. The position peaked at $265K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Barnes Pettey Financial Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 966 IQVIA shares in Q4 2024, an estimated $229K.
  • Barnes Pettey Financial Advisors first reported a position in IQVIA in Q4 2022 and held it in 8 quarters.
  • Barnes Pettey Financial Advisors's IQVIA position peaked at $265K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Barnes Pettey Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.