EWM
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Elevatus Welath Management’s IQVIA IQV Stock Holding History

Elevatus Welath 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
Q2 		– Sell
-33,750
Closed -$8.54M – 114
2024
Q1 		$8.54M Buy
+33,750
New +$7.88M 3.37% 8

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

Elevatus Welath Management's IQV Position: Q2 2024 in Review

Elevatus Welath Management sold out of IQVIA (IQV) in Q2 2024, closing a stake of 33,750 shares — an estimated $8.54M sold.

Elevatus Welath Management first reported a position in IQV in Q1 2024 and held it in 1 quarter. The position peaked at $8.54M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Elevatus Welath Management reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 33,750 IQVIA shares in Q2 2024, an estimated $8.54M.
  • Elevatus Welath Management first reported a position in IQVIA in Q1 2024 and held it in 1 quarter.
  • Elevatus Welath Management's IQVIA position peaked at $8.54M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Elevatus Welath Management's 13F filing for Q2 2024, filed 14 Aug 2024.