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Connecticut Wealth Management’s IQVIA IQV Stock Holding History

Connecticut 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
-919
Closed -$218K – 284
2024
Q3 		$218K Buy
+919
New +$217K 0.01% 306

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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

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

Connecticut Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 919 shares — an estimated $218K sold.

Connecticut Wealth Management first reported a position in IQV in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Connecticut Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 919 IQVIA shares in Q4 2024, an estimated $218K.
  • Connecticut Wealth Management first reported a position in IQVIA in Q3 2024 and held it in 1 quarter.
  • Connecticut Wealth Management's IQVIA position peaked at $218K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.