Provenance Wealth Advisors’s IQVIA IQV Stock Holding History

Provenance Wealth Advisors’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 Q1	–	Sell	-9	Closed	-$2.08K	–	578
2023 Q4	$2.08K	Buy	+9	New	+$1.85K	﹤0.01%	448

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Provenance Wealth Advisors's IQV Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of IQVIA (IQV) in Q1 2024, closing a stake of 9 shares — an estimated $2.08K sold.

Provenance Wealth Advisors first reported a position in IQV in Q4 2023 and held it in 1 quarter. The position peaked at $2.08K in Q4 2023. 1,014 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

Provenance Wealth Advisors reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
Provenance Wealth Advisors sold 9 IQVIA shares in Q1 2024, an estimated $2.08K.
Provenance Wealth Advisors first reported a position in IQVIA in Q4 2023 and held it in 1 quarter.
Provenance Wealth Advisors's IQVIA position peaked at $2.08K in Q4 2023.
1,014 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.