SWC
IQV icon

Spectrum Wealth Counsel’s IQVIA IQV Stock Holding History

Spectrum Wealth Counsel’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
-8
Closed -$1.9K – 381
2024
Q3 		$1.9K Buy
+8
New +$1.89K ﹤0.01% 323

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

Spectrum Wealth Counsel's IQV Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of IQVIA (IQV) in Q4 2024, closing a stake of 8 shares — an estimated $1.9K sold.

Spectrum Wealth Counsel first reported a position in IQV in Q3 2024 and held it in 1 quarter. The position peaked at $1.9K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 8 IQVIA shares in Q4 2024, an estimated $1.9K.
  • Spectrum Wealth Counsel first reported a position in IQVIA in Q3 2024 and held it in 1 quarter.
  • Spectrum Wealth Counsel's IQVIA position peaked at $1.9K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.