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Consolidated Planning Corp’s IQVIA IQV Stock Holding History

Consolidated Planning Corp’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
Q2 		– Sell
-10,300
Closed -$2.6M – 197
2024
Q1 		$2.6M Buy
10,300
+2,292
+29% +$535K 0.45% 67
2023
Q4 		$1.85M Buy
8,008
+660
+9% +$136K 0.35% 72
2023
Q3 		$1.45M Buy
7,348
+437
+6% +$94.9K 0.32% 77
2023
Q2 		$1.55M Buy
6,911
+233
+3% +$46.8K 0.33% 77
2023
Q1 		$1.33M Sell
6,678
-84
-1% -$18K 0.34% 73
2022
Q4 		$1.39M Buy
6,762
+329
+5% +$66.7K 0.38% 65
2022
Q3 		$1.17M Buy
6,433
+340
+6% +$74.5K 0.36% 66
2022
Q2 		$1.32M Buy
+6,093
New +$1.32M 0.41% 62

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Consolidated Planning Corp's IQV Position: Q2 2024 in Review

Consolidated Planning Corp sold out of IQVIA (IQV) in Q2 2024, closing a stake of 10,300 shares — an estimated $2.6M sold.

Consolidated Planning Corp first reported a position in IQV in Q2 2022 and held it in 8 quarters. The position peaked at $2.6M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Consolidated Planning Corp reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 10,300 IQVIA shares in Q2 2024, an estimated $2.6M.
  • Consolidated Planning Corp first reported a position in IQVIA in Q2 2022 and held it in 8 quarters.
  • Consolidated Planning Corp's IQVIA position peaked at $2.6M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Consolidated Planning Corp's 13F filing for Q2 2024, filed 2 Aug 2024.