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Resurgent Financial Advisors’s IQVIA IQV Stock Holding History

Resurgent Financial 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
Q2 		– Sell
-1,559
Closed -$394K – 194
2024
Q1 		$394K Buy
1,559
+1,299
+500% +$303K 0.21% 127
2023
Q4 		$60.2K Sell
260
-90
-26% -$18.5K 0.04% 304
2023
Q3 		$68.9K Sell
350
-20
-5% -$4.34K 0.05% 281
2023
Q2 		$83.2K Buy
370
+3
+0.8% +$602 0.05% 259
2023
Q1 		$73K Sell
367
-934
-72% -$200K 0.05% 271
2022
Q4 		$267K Sell
1,301
-464
-26% -$94.1K 0.14% 157
2022
Q3 		$320K Sell
1,765
-222
-11% -$48.6K 0.21% 131
2022
Q2 		$431K Buy
1,987
+128
+7% +$27.8K 0.28% 102
2022
Q1 		$430K Buy
+1,859
New +$440K 0.27% 97

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

Resurgent Financial Advisors's IQV Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of IQVIA (IQV) in Q2 2024, closing a stake of 1,559 shares — an estimated $394K sold.

Resurgent Financial Advisors first reported a position in IQV in Q1 2022 and held it in 9 quarters. The position peaked at $431K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining IQVIA position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,559 IQVIA shares in Q2 2024, an estimated $394K.
  • Resurgent Financial Advisors first reported a position in IQVIA in Q1 2022 and held it in 9 quarters.
  • Resurgent Financial Advisors's IQVIA position peaked at $431K in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.