FFA
IQV icon

First Foundation Advisors’s IQVIA IQV Stock Holding History

First Foundation 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
Q3 		– Sell
-1,161
Closed -$245K – 396
2024
Q2 		$245K Buy
1,161
+43
+4% +$9.77K 0.01% 300
2024
Q1 		$283K Sell
1,118
-27
-2% -$6.3K 0.01% 289
2023
Q4 		$265K Sell
1,145
-2,125
-65% -$436K 0.01% 300
2023
Q3 		$643K Sell
3,270
-301
-8% -$65.4K 0.03% 220
2023
Q2 		$803K Sell
3,571
-973
-21% -$195K 0.03% 196
2023
Q1 		$904K Sell
4,544
-13,440
-75% -$2.87M 0.04% 180
2022
Q4 		$3.68M Sell
17,984
-11,851
-40% -$2.4M 0.18% 93
2022
Q3 		$5.4M Sell
29,835
-21,758
-42% -$4.77M 0.26% 74
2022
Q2 		$11.2M Sell
51,593
-97,966
-66% -$21.3M 0.49% 50
2022
Q1 		$34.6M Sell
149,559
-25,998
-15% -$6.16M 1.25% 18
2021
Q4 		$49.5M Buy
175,557
+2,868
+2% +$744K 1.7% 13
2021
Q3 		$41.4M Buy
172,689
+5,435
+3% +$1.37M 1.54% 15
2021
Q2 		$40.5M Buy
167,254
+4,280
+3% +$988K 1.56% 14
2021
Q1 		$31.5M Buy
162,974
+6,562
+4% +$1.23M 1.35% 15
2020
Q4 		$28M Buy
156,412
+1,951
+1% +$329K 1.24% 16
2020
Q3 		$24.3M Sell
154,461
-1,433
-0.9% -$225K 1.13% 17
2020
Q2 		$22.1M Buy
155,894
+818
+0.5% +$111K 1.14% 16
2020
Q1 		$16.7M Buy
155,076
+7,698
+5% +$1.1M 1.02% 20
2019
Q4 		$22.8M Buy
147,378
+3,791
+3% +$553K 1.13% 17
2019
Q3 		$21.4M Buy
143,587
+8,222
+6% +$1.28M 1.15% 17
2019
Q2 		$21.8M Buy
135,365
+86,616
+178% +$12.2M 1.22% 16
2019
Q1 		$7.01M Buy
48,749
+40,696
+505% +$5.42M 0.42% 52
2018
Q4 		$936K Buy
8,053
+5,435
+208% +$658K 0.06% 186
2018
Q3 		$340K Buy
+2,618
New +$314K 0.02% 272

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

First Foundation Advisors's IQV Position: Q3 2024 in Review

First Foundation Advisors sold out of IQVIA (IQV) in Q3 2024, closing a stake of 1,161 shares — an estimated $245K sold.

First Foundation Advisors first reported a position in IQV in Q3 2018 and held it in 24 quarters. The position peaked at $49.5M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • First Foundation Advisors reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,161 IQVIA shares in Q3 2024, an estimated $245K.
  • First Foundation Advisors first reported a position in IQVIA in Q3 2018 and held it in 24 quarters.
  • First Foundation Advisors's IQVIA position peaked at $49.5M in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.