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Financial Synergies Wealth Advisors’s IQVIA IQV Stock Holding History

Financial Synergies Wealth Advisors’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
-9
Closed -$2.28K – 250
2024
Q1 		$2.28K Buy
9
+1
+13% +$233 ﹤0.01% 309
2023
Q4 		$1.64K Buy
8
+1
+14% +$205 ﹤0.01% 266
2023
Q3 		$1.38K Hold
7
– – ﹤0.01% 341
2023
Q2 		$1.57K Sell
7
-1
-13% -$201 ﹤0.01% 317
2023
Q1 		$1.59K Hold
8
– – ﹤0.01% 318
2022
Q4 		$1.64K Buy
8
+3
+60% +$608 ﹤0.01% 266
2022
Q3 		$906 Sell
5
-3
-38% -$657 ﹤0.01% 310
2022
Q2 		$1.74K Buy
+8
New +$1.74K ﹤0.01% 254

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

Financial Synergies Wealth Advisors's IQV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of IQVIA (IQV) in Q2 2024, closing a stake of 9 shares — an estimated $2.28K sold.

Financial Synergies Wealth Advisors first reported a position in IQV in Q2 2022 and held it in 8 quarters. The position peaked at $2.28K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 9 IQVIA shares in Q2 2024, an estimated $2.28K.
  • Financial Synergies Wealth Advisors first reported a position in IQVIA in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's IQVIA position peaked at $2.28K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.