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EnRich Financial Partners’s IQVIA IQV Stock Holding History

EnRich Financial Partners’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
Q3 		– Sell
-16
Closed -$3.38K – 239
2024
Q2 		$3.38K Buy
+16
New +$3.63K ﹤0.01% 217

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EnRich Financial Partners's IQV Position: Q3 2024 in Review

EnRich Financial Partners sold out of IQVIA (IQV) in Q3 2024, closing a stake of 16 shares — an estimated $3.38K sold.

EnRich Financial Partners first reported a position in IQV in Q2 2024 and held it in 1 quarter. The position peaked at $3.38K in Q2 2024. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • EnRich Financial Partners reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 16 IQVIA shares in Q3 2024, an estimated $3.38K.
  • EnRich Financial Partners first reported a position in IQVIA in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's IQVIA position peaked at $3.38K in Q2 2024.
  • 1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.