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Householder Group Estate & Retirement Specialist’s IQVIA IQV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-141
Closed -$33K – 859
2024
Q3 		$33K Hold
141
– – 0.01% 569
2024
Q2 		$29K Buy
141
+106
+303% +$24.1K 0.01% 586
2024
Q1 		$8.85K Hold
35
– – ﹤0.01% 838
2023
Q4 		$8K Hold
35
– – ﹤0.01% 815
2023
Q3 		$6.89K Buy
+35
New +$7.6K ﹤0.01% 867
2023
Q1 		$7K Sell
35
-107
-75% -$22.9K ﹤0.01% 885
2022
Q4 		$29K Buy
142
+35
+33% +$7.1K 0.04% 146
2022
Q3 		$19K Buy
+107
New +$23.4K 0.01% 582

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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Householder Group Estate & Retirement Specialist's IQV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of IQVIA (IQV) in Q4 2024, closing a stake of 141 shares — an estimated $33K sold.

Householder Group Estate & Retirement Specialist first reported a position in IQV in Q3 2022 and held it in 8 quarters. The position peaked at $33K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 141 IQVIA shares in Q4 2024, an estimated $33K.
  • Householder Group Estate & Retirement Specialist first reported a position in IQVIA in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's IQVIA position peaked at $33K in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.