BKM Wealth Management’s IQVIA IQV Stock Holding History

BKM Wealth Management’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	-45	Closed	-$10.4K	–	359
2023 Q4	$10.4K	Buy	+45	New	+$9.24K	﹤0.01%	451

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BKM Wealth Management's IQV Position: Q1 2024 in Review

BKM Wealth Management sold out of IQVIA (IQV) in Q1 2024, closing a stake of 45 shares — an estimated $10.4K sold.

BKM Wealth Management first reported a position in IQV in Q4 2023 and held it in 1 quarter. The position peaked at $10.4K in Q4 2023. 1,014 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

BKM Wealth Management reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 45 IQVIA shares in Q1 2024, an estimated $10.4K.
BKM Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's IQVIA position peaked at $10.4K in Q4 2023.
1,014 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.