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Cetera Advisor Networks’s IQVIA IQV Stock Holding History

Cetera Advisor Networks’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 		$14.3M Buy
56,689
+1,073
+2% +$250K 0.07% 288
2023
Q4 		$12.9M Sell
55,616
-411
-0.7% -$84.4K 0.07% 291
2023
Q3 		$11M Sell
56,027
-114
-0.2% -$24.8K 0.07% 292
2023
Q2 		$12.6M Sell
56,141
-724
-1% -$145K 0.09% 244
2023
Q1 		$11.3M Sell
56,865
-629
-1% -$134K 0.08% 263
2022
Q4 		$11.8M Buy
57,494
+26,982
+88% +$5.47M 0.1% 241
2022
Q3 		$5.53M Buy
30,512
+1,672
+6% +$366K 0.07% 297
2022
Q2 		$6.26M Buy
28,840
+1,977
+7% +$429K 0.08% 258
2022
Q1 		$6.21M Buy
26,863
+3,728
+16% +$883K 0.08% 265
2021
Q4 		$6.53M Buy
23,135
+2,502
+12% +$649K 0.08% 261
2021
Q3 		$4.94M Buy
20,633
+1,154
+6% +$291K 0.07% 292
2021
Q2 		$4.72M Buy
19,479
+18,188
+1,409% +$4.2M 0.07% 292
2021
Q1 		$249K Buy
+1,291
New +$242K 0.01% 1254
2020
Q3 		– Sell
-562
Closed -$80K – 2109
2020
Q2 		$80K Buy
+562
New +$76.2K ﹤0.01% 1648

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

Cetera Advisor Networks's IQV Position: Q1 2024 in Review

Cetera Advisor Networks increased its IQVIA (IQV) stake by 1.9% in Q1 2024, buying an estimated $250K and bringing the position to 56,689 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #288.

Cetera Advisor Networks first reported a position in IQV in Q2 2020 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Cetera Advisor Networks held 56,689 shares of IQVIA worth $14.3M as of Q1 2024.
  • Cetera Advisor Networks bought 1,073 IQVIA shares in Q1 2024, an estimated $250K.
  • IQVIA made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #288 holding.
  • Cetera Advisor Networks first reported a position in IQVIA in Q2 2020 and has held it in 14 quarters since.
  • 1,015 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.