CarsonAllaria Wealth Management’s IQVIA IQV Stock Holding History

CarsonAllaria 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	-3	Closed	-$711	–	378
2024 Q3	$711	Hold	3	–	–	﹤0.01%	372
2024 Q2	$634	Hold	3	–	–	﹤0.01%	357
2024 Q1	$759	Hold	3	–	–	﹤0.01%	372
2023 Q4	$694	Hold	3	–	–	﹤0.01%	338
2023 Q3	$590	Hold	3	–	–	﹤0.01%	346
2023 Q2	$674	Hold	3	–	–	﹤0.01%	369
2023 Q1	$597	Hold	3	–	–	﹤0.01%	353
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	318
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	313
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	308
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	318
2021 Q4	$1K	Buy	+3	New	+$779	﹤0.01%	342

Other funds holding IQV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 3 shares — an estimated $711 sold.

CarsonAllaria Wealth Management first reported a position in IQV in Q4 2021 and held it in 12 quarters. The position peaked at $1K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

CarsonAllaria Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 3 IQVIA shares in Q4 2024, an estimated $711.
CarsonAllaria Wealth Management first reported a position in IQVIA in Q4 2021 and held it in 12 quarters.
CarsonAllaria Wealth Management's IQVIA position peaked at $1K in Q4 2022.
1,005 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.