Janiczek Wealth Management’s IQVIA IQV Stock Holding History

Janiczek 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	$76.5K	Hold	362	–	–	0.02%	335
2024 Q1	$91.5K	Hold	362	–	–	0.02%	307
2023 Q4	$83.8K	Sell	362 -439	-55%	-$90.1K	0.02%	301
2023 Q3	$158K	Buy	+801	New	+$174K	0.04%	176
2023 Q1	–	Sell	-1	Closed	-$220	–	1040
2022 Q4	$220	Hold	1	–	–	﹤0.01%	984
2022 Q3	$0	Hold	1	–	–	﹤0.01%	984
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1001
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1006
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1049
2021 Q3	$0	Buy	+1	New	+$252	﹤0.01%	994

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Janiczek Wealth Management's IQV Position: Q2 2024 in Review

Janiczek Wealth Management held its IQVIA (IQV) position steady in Q2 2024 at 362 shares worth $76.5K. The position accounts for 0.02% of the portfolio, ranked #335.

Janiczek Wealth Management first reported a position in IQV in Q3 2021 and has held it in 10 quarters since. The position peaked at $158K in Q3 2023. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

Janiczek Wealth Management held 362 shares of IQVIA worth $76.5K as of Q2 2024.
Janiczek Wealth Management left its IQVIA share count unchanged in Q2 2024.
IQVIA made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #335 holding.
Janiczek Wealth Management first reported a position in IQVIA in Q3 2021 and has held it in 10 quarters since.
Janiczek Wealth Management's IQVIA position peaked at $158K in Q3 2023.
1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.