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Fiduciary Alliance’s IQVIA IQV Stock Holding History

Fiduciary Alliance’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
-7,488
Closed -$1.86M – 221
2024
Q1 		$1.86M Buy
+7,488
New +$1.75M 0.33% 68
2023
Q3 		– Sell
-8
Closed -$1.8K – 540
2023
Q2 		$1.8K Buy
+8
New +$1.61K ﹤0.01% 812
2023
Q1 		– Sell
-39
Closed -$7.99K – 482
2022
Q4 		$7.99K Buy
+39
New +$7.91K ﹤0.01% 450

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

Fiduciary Alliance's IQV Position: Q2 2024 in Review

Fiduciary Alliance sold out of IQVIA (IQV) in Q2 2024, closing a stake of 7,488 shares — an estimated $1.86M sold.

Fiduciary Alliance first reported a position in IQV in Q4 2022 and held it in 3 quarters. The position peaked at $1.86M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Fiduciary Alliance reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Alliance sold 7,488 IQVIA shares in Q2 2024, an estimated $1.86M.
  • Fiduciary Alliance first reported a position in IQVIA in Q4 2022 and held it in 3 quarters.
  • Fiduciary Alliance's IQVIA position peaked at $1.86M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Fiduciary Alliance's 13F filing for Q2 2024, filed 10 Jul 2024.