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Marshall Financial Group (Pennsylvania)’s IQVIA IQV Stock Holding History

Marshall Financial Group (Pennsylvania)’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
-914
Closed -$231K – 56
2024
Q1 		$231K Buy
+914
New +$213K 0.08% 52
2023
Q2 		– Sell
-6,643
Closed -$1.32M – 51
2023
Q1 		$1.32M Hold
6,643
– – 0.54% 26
2022
Q4 		$1.36M Hold
6,643
– – 0.58% 26
2022
Q3 		$1.2M Hold
6,643
– – 0.57% 26
2022
Q2 		$1.44M Buy
+6,643
New +$1.44M 0.65% 25

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

Marshall Financial Group (Pennsylvania)'s IQV Position: Q2 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of IQVIA (IQV) in Q2 2024, closing a stake of 914 shares — an estimated $231K sold.

Marshall Financial Group (Pennsylvania) first reported a position in IQV in Q2 2022 and held it in 5 quarters. The position peaked at $1.44M in Q2 2022. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 914 IQVIA shares in Q2 2024, an estimated $231K.
  • Marshall Financial Group (Pennsylvania) first reported a position in IQVIA in Q2 2022 and held it in 5 quarters.
  • Marshall Financial Group (Pennsylvania)'s IQVIA position peaked at $1.44M in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.