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Keyes Stange & Wooten Wealth Management’s IQVIA IQV Stock Holding History

Keyes Stange & Wooten 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
Q4 		– Sell
-844
Closed -$200K – 75
2024
Q3 		$200K Buy
+844
New +$199K 0.12% 67
2024
Q2 		– Sell
-860
Closed -$217K – 68
2024
Q1 		$217K Buy
+860
New +$201K 0.19% 61

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
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

Keyes Stange & Wooten Wealth Management's IQV Position: Q4 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 844 shares — an estimated $200K sold.

Keyes Stange & Wooten Wealth Management first reported a position in IQV in Q1 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 844 IQVIA shares in Q4 2024, an estimated $200K.
  • Keyes Stange & Wooten Wealth Management first reported a position in IQVIA in Q1 2024 and held it in 2 quarters.
  • Keyes Stange & Wooten Wealth Management's IQVIA position peaked at $217K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.