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Cahaba Wealth Management’s IQVIA IQV Stock Holding History

Cahaba 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
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

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

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.