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HBK Sorce Advisory’s IQVIA IQV Stock Holding History

HBK Sorce Advisory’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
-928
Closed -$220K – 594
2024
Q3 		$220K Sell
928
-65
-7% -$15.3K 0.01% 521
2024
Q2 		$210K Buy
993
+4
+0.4% +$909 0.01% 515
2024
Q1 		$250K Buy
989
+97
+11% +$22.6K 0.01% 502
2023
Q4 		$206K Buy
+892
New +$183K 0.01% 520
2023
Q3 		– Sell
-1,044
Closed -$235K – 577
2023
Q2 		$235K Buy
1,044
+12
+1% +$2.41K 0.01% 502
2023
Q1 		$205K Sell
1,032
-716
-41% -$153K 0.01% 537
2022
Q4 		$358K Buy
+1,748
New +$355K 0.01% 500
2022
Q2 		– Sell
-896
Closed -$207K – 515
2022
Q1 		$207K Hold
896
– – 0.01% 503
2021
Q4 		$253K Hold
896
– – 0.01% 498
2021
Q3 		$215K Hold
896
– – 0.01% 539
2021
Q2 		$217K Buy
+896
New +$207K 0.01% 535

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

HBK Sorce Advisory's IQV Position: Q4 2024 in Review

HBK Sorce Advisory sold out of IQVIA (IQV) in Q4 2024, closing a stake of 928 shares — an estimated $220K sold.

HBK Sorce Advisory first reported a position in IQV in Q2 2021 and held it in 11 quarters. The position peaked at $358K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • HBK Sorce Advisory reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 928 IQVIA shares in Q4 2024, an estimated $220K.
  • HBK Sorce Advisory first reported a position in IQVIA in Q2 2021 and held it in 11 quarters.
  • HBK Sorce Advisory's IQVIA position peaked at $358K in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on HBK Sorce Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.