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Evermay Wealth Management’s IQVIA IQV Stock Holding History

Evermay 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
Q1 		– Sell
-2
Closed -$463 – 678
2023
Q4 		$463 Buy
+2
New +$411 ﹤0.01% 565

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FCM
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Evermay Wealth Management's IQV Position: Q1 2024 in Review

Evermay Wealth Management sold out of IQVIA (IQV) in Q1 2024, closing a stake of 2 shares — an estimated $463 sold.

Evermay Wealth Management first reported a position in IQV in Q4 2023 and held it in 1 quarter. The position peaked at $463 in Q4 2023. 1,014 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Evermay Wealth Management reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2 IQVIA shares in Q1 2024, an estimated $463.
  • Evermay Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's IQVIA position peaked at $463 in Q4 2023.
  • 1,014 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.