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MGB Wealth Management’s IQVIA IQV Stock Holding History

MGB 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
-1,033
Closed -$245K – 297
2024
Q3 		$245K Hold
1,033
– – 0.09% 167
2024
Q2 		$227K Hold
1,033
– – 0.08% 176
2024
Q1 		$261K Hold
1,033
– – 0.11% 164
2023
Q4 		$240K Buy
+1,033
New +$212K 0.12% 162

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

MGB Wealth Management's IQV Position: Q4 2024 in Review

MGB Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,033 shares — an estimated $245K sold.

MGB Wealth Management first reported a position in IQV in Q4 2023 and held it in 4 quarters. The position peaked at $261K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • MGB Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • MGB Wealth Management sold 1,033 IQVIA shares in Q4 2024, an estimated $245K.
  • MGB Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 4 quarters.
  • MGB Wealth Management's IQVIA position peaked at $261K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.