Cahaba Wealth Management’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-871
Closed -$206K 147
2024
Q3
$206K Buy
+871
New +$206K 0.02% 141
2024
Q2
Sell
-906
Closed -$229K 154
2024
Q1
$229K Sell
906
-125
-12% -$29.2K 0.02% 138
2023
Q4
$239K Sell
1,031
-90
-8% -$18.5K 0.02% 128
2023
Q3
$221K Sell
1,121
-11
-1% -$2.39K 0.02% 135
2023
Q2
$254K Sell
1,132
-130
-10% -$26.1K 0.03% 122
2023
Q1
$251K Sell
1,262
-55
-4% -$11.8K 0.03% 121
2022
Q4
$270K Buy
1,317
+15
+1% +$3.04K 0.03% 113
2022
Q3
$235K Buy
1,302
+117
+10% +$25.6K 0.03% 113
2022
Q2
$257K Sell
1,185
-256
-18% -$55.6K 0.04% 116
2022
Q1
$314K Sell
1,441
-34
-2% -$8.05K 0.04% 109
2021
Q4
$416K Sell
1,475
-15
-1% -$3.89K 0.06% 99
2021
Q3
$356K Buy
+1,490
New +$376K 0.05% 100

Other funds holding IQV

Cahaba Wealth Management's IQV Position: Q4 2024 in Review

Cahaba Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 871 shares — an estimated $206K sold.

Cahaba Wealth Management first reported a position in IQV in Q3 2021 and held it in 12 quarters. The position peaked at $416K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Cahaba Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Cahaba Wealth Management sold 871 IQVIA shares in Q4 2024, an estimated $206K.
  • Cahaba Wealth Management first reported a position in IQVIA in Q3 2021 and held it in 12 quarters.
  • Cahaba Wealth Management's IQVIA position peaked at $416K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Cahaba Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.