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Beacon Pointe Advisors’s IQVIA IQV Stock Holding History

Beacon Pointe 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
-924
Closed -$219K – 1243
2024
Q3 		$219K Sell
924
-44
-5% -$10.4K ﹤0.01% 1130
2024
Q2 		$205K Sell
968
-914
-49% -$208K ﹤0.01% 1188
2024
Q1 		$476K Buy
1,882
+993
+112% +$232K 0.01% 934
2023
Q4 		$206K Sell
889
-1,399
-61% -$287K ﹤0.01% 1219
2023
Q3 		$450K Buy
2,288
+1,107
+94% +$240K 0.01% 919
2023
Q2 		$265K Sell
1,181
-138
-10% -$27.7K ﹤0.01% 919
2023
Q1 		$262K Buy
1,319
+245
+23% +$52.4K ﹤0.01% 980
2022
Q4 		$220K Buy
+1,074
New +$218K ﹤0.01% 965
2022
Q3 		– Sell
-1,040
Closed -$227K – 1032
2022
Q2 		$227K Sell
1,040
-568
-35% -$123K ﹤0.01% 931
2022
Q1 		$372K Buy
1,608
+468
+41% +$111K 0.01% 903
2021
Q4 		$322K Sell
1,140
-16
-1% -$4.15K 0.01% 706
2021
Q3 		$277K Sell
1,156
-15
-1% -$3.79K 0.01% 735
2021
Q2 		$284K Buy
+1,171
New +$270K 0.01% 674
2020
Q1 		– Sell
-1,800
Closed -$278K – 303
2019
Q4 		$278K Hold
1,800
– – 0.09% 177
2019
Q3 		$269K Hold
1,800
– – 0.12% 142
2019
Q2 		$290K Hold
1,800
– – 0.11% 161
2019
Q1 		$259K Hold
1,800
– – 0.1% 155
2018
Q4 		$209K Buy
+1,800
New +$218K 0.13% 152

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Beacon Pointe Advisors's IQV Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 924 shares — an estimated $219K sold.

Beacon Pointe Advisors first reported a position in IQV in Q4 2018 and held it in 18 quarters. The position peaked at $476K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 924 IQVIA shares in Q4 2024, an estimated $219K.
  • Beacon Pointe Advisors first reported a position in IQVIA in Q4 2018 and held it in 18 quarters.
  • Beacon Pointe Advisors's IQVIA position peaked at $476K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.