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Personal CFO Solutions’s IQVIA IQV Stock Holding History

Personal CFO Solutions’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
-1,137
Closed -$288K – 571
2024
Q1 		$288K Sell
1,137
-6
-0.5% -$1.4K 0.04% 407
2023
Q4 		$264K Sell
1,143
-44
-4% -$9.03K 0.05% 407
2023
Q3 		$234K Buy
1,187
+10
+0.8% +$2.17K 0.05% 387
2023
Q2 		$265K Buy
1,177
+110
+10% +$22.1K 0.05% 362
2023
Q1 		$212K Buy
1,067
+3
+0.3% +$641 0.04% 433
2022
Q4 		$218K Sell
1,064
-44
-4% -$8.92K 0.05% 398
2022
Q3 		$201K Buy
1,108
+160
+17% +$35.1K 0.05% 374
2022
Q2 		$206K Buy
+948
New +$206K 0.05% 387
2022
Q1 		– Sell
-745
Closed -$210K – 493
2021
Q4 		$210K Buy
+745
New +$193K 0.04% 424
2021
Q3 		– Sell
-827
Closed -$200K – 464
2021
Q2 		$200K Buy
+827
New +$191K 0.04% 412

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Personal CFO Solutions's IQV Position: Q2 2024 in Review

Personal CFO Solutions sold out of IQVIA (IQV) in Q2 2024, closing a stake of 1,137 shares — an estimated $288K sold.

Personal CFO Solutions first reported a position in IQV in Q2 2021 and held it in 10 quarters. The position peaked at $288K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Personal CFO Solutions reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,137 IQVIA shares in Q2 2024, an estimated $288K.
  • Personal CFO Solutions first reported a position in IQVIA in Q2 2021 and held it in 10 quarters.
  • Personal CFO Solutions's IQVIA position peaked at $288K in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.