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Reston Wealth Management’s IQVIA IQV Stock Holding History

Reston 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
Closed -$237 – 234
2024
Q3 		$237 Buy
+1
New +$236 ﹤0.01% 434

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State Street
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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

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

Reston Wealth Management sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1 share — an estimated $237 sold.

Reston Wealth Management first reported a position in IQV in Q3 2024 and held it in 1 quarter. The position peaked at $237 in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Reston Wealth Management reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1 IQVIA share in Q4 2024, an estimated $237.
  • Reston Wealth Management first reported a position in IQVIA in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's IQVIA position peaked at $237 in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.