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Cetera Advisors’s IQVIA IQV Stock Holding History

Cetera Advisors’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 		$1.13M Buy
4,464
+985
+28% +$230K 0.01% 1099
2023
Q4 		$805K Buy
3,479
+823
+31% +$169K 0.01% 867
2023
Q3 		$523K Buy
2,656
+36
+1% +$7.82K 0.01% 1041
2023
Q2 		$589K Sell
2,620
-435
-14% -$87.3K 0.01% 962
2023
Q1 		$608K Sell
3,055
-89
-3% -$19K 0.01% 925
2022
Q4 		$644K Buy
+3,144
New +$638K 0.01% 850
2020
Q3 		– Sell
-1,716
Closed -$243K – 975
2020
Q2 		$243K Buy
+1,716
New +$233K 0.01% 771
2020
Q1 		– Sell
-1,337
Closed -$202K – 890
2019
Q4 		$202K Sell
1,337
-7
-0.5% -$1.02K 0.01% 857
2019
Q3 		$201K Sell
1,344
-13
-1% -$2.02K 0.01% 827
2019
Q2 		$216K Buy
+1,357
New +$190K 0.01% 832

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Cetera Advisors's IQV Position: Q1 2024 in Review

Cetera Advisors increased its IQVIA (IQV) stake by 28% in Q1 2024, buying an estimated $230K and bringing the position to 4,464 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1099.

Cetera Advisors first reported a position in IQV in Q2 2019 and has held it in 10 quarters since. 1,014 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Cetera Advisors held 4,464 shares of IQVIA worth $1.13M as of Q1 2024.
  • Cetera Advisors bought 985 IQVIA shares in Q1 2024, an estimated $230K.
  • IQVIA made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1099 holding.
  • Cetera Advisors first reported a position in IQVIA in Q2 2019 and has held it in 10 quarters since.
  • 1,014 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

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