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First Affirmative Financial Network’s IQVIA IQV Stock Holding History

First Affirmative Financial Network’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
Q4 		– Sell
-1,062
Closed -$252K – 285
2024
Q3 		$252K Sell
1,062
-25
-2% -$5.9K 0.14% 205
2024
Q2 		$230K Sell
1,087
-18
-2% -$4.09K 0.16% 199
2024
Q1 		$279K Sell
1,105
-49
-4% -$11.4K 0.21% 167
2023
Q4 		$267K Buy
1,154
+124
+12% +$25.5K 0.21% 164
2023
Q3 		$203K Buy
1,030
+99
+11% +$21.5K 0.2% 178
2023
Q2 		$209K Buy
+931
New +$187K 0.21% 163

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

First Affirmative Financial Network's IQV Position: Q4 2024 in Review

First Affirmative Financial Network sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,062 shares — an estimated $252K sold.

First Affirmative Financial Network first reported a position in IQV in Q2 2023 and held it in 6 quarters. The position peaked at $279K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • First Affirmative Financial Network reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 1,062 IQVIA shares in Q4 2024, an estimated $252K.
  • First Affirmative Financial Network first reported a position in IQVIA in Q2 2023 and held it in 6 quarters.
  • First Affirmative Financial Network's IQVIA position peaked at $279K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on First Affirmative Financial Network's 13F filing for Q4 2024, filed 23 Jan 2025.