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Schechter Investment Advisors’s IQVIA IQV Stock Holding History

Schechter Investment 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
Q4 		– Sell
-1,255
Closed -$297K – 683
2024
Q3 		$297K Buy
1,255
+1
+0.1% +$236 0.02% 498
2024
Q2 		$265K Buy
1,254
+30
+2% +$6.82K 0.02% 498
2024
Q1 		$310K Buy
1,224
+1
+0.1% +$233 0.02% 496
2023
Q4 		$283K Buy
1,223
+5
+0.4% +$1.03K 0.02% 472
2023
Q3 		$240K Buy
1,218
+174
+17% +$37.8K 0.02% 507
2023
Q2 		$235K Sell
1,044
-41
-4% -$8.23K 0.02% 550
2023
Q1 		$216K Buy
+1,085
New +$232K 0.02% 600
2022
Q1 		– Sell
-832
Closed -$235K – 949
2021
Q4 		$235K Buy
+832
New +$216K 0.02% 757

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

Schechter Investment Advisors's IQV Position: Q4 2024 in Review

Schechter Investment Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,255 shares — an estimated $297K sold.

Schechter Investment Advisors first reported a position in IQV in Q4 2021 and held it in 8 quarters. The position peaked at $310K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Schechter Investment Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,255 IQVIA shares in Q4 2024, an estimated $297K.
  • Schechter Investment Advisors first reported a position in IQVIA in Q4 2021 and held it in 8 quarters.
  • Schechter Investment Advisors's IQVIA position peaked at $310K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.