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ICA Group Wealth Management’s IQVIA IQV Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-331
Closed -$83.7K – 1036
2024
Q1 		$83.7K Hold
331
– – 0.02% 445
2023
Q4 		$76.6K Buy
+331
New +$68K 0.02% 424
2023
Q3 		– Sell
-301
Closed -$67.7K – 697
2023
Q2 		$67.7K Buy
+301
New +$60.4K 0.02% 424
2023
Q1 		– Sell
-347
Closed -$71.1K – 1325
2022
Q4 		$71.1K Buy
+347
New +$70.4K 0.02% 431

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

ICA Group Wealth Management's IQV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of IQVIA (IQV) in Q2 2024, closing a stake of 331 shares — an estimated $83.7K sold.

ICA Group Wealth Management first reported a position in IQV in Q4 2022 and held it in 4 quarters. The position peaked at $83.7K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • ICA Group Wealth Management reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 331 IQVIA shares in Q2 2024, an estimated $83.7K.
  • ICA Group Wealth Management first reported a position in IQVIA in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's IQVIA position peaked at $83.7K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.