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Focused Wealth Management’s IQVIA IQV Stock Holding History

Focused 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
2021
Q2 		– Sell
-2,200
Closed -$16K – 979
2021
Q1 		$16K Buy
+2,200
New +$413K ﹤0.01% 537

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Focused Wealth Management's IQV Position: Q1 2024 in Review

Focused Wealth Management sold out of IQVIA (IQV) in Q1 2024, closing a stake of 186 shares — an estimated $43K sold.

Focused Wealth Management first reported a position in IQV in Q4 2017 and held it in 17 quarters. The position peaked at $166K in Q4 2017. 1,017 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

  • Focused Wealth Management reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 186 IQVIA shares in Q1 2024, an estimated $43K.
  • Focused Wealth Management first reported a position in IQVIA in Q4 2017 and held it in 17 quarters.
  • Focused Wealth Management's IQVIA position peaked at $166K in Q4 2017.
  • 1,017 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.