SHFA
IQV icon

SS&H Financial Advisors’s IQVIA IQV Stock Holding History

SS&H 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
Q4 		– Sell
-1,115
Closed -$264K – 124
2024
Q3 		$264K Hold
1,115
– – 0.1% 118
2024
Q2 		$235K Buy
+1,115
New +$253K 0.09% 118

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

SS&H Financial Advisors's IQV Position: Q4 2024 in Review

SS&H Financial Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 1,115 shares — an estimated $264K sold.

SS&H Financial Advisors first reported a position in IQV in Q2 2024 and held it in 2 quarters. The position peaked at $264K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • SS&H Financial Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • SS&H Financial Advisors sold 1,115 IQVIA shares in Q4 2024, an estimated $264K.
  • SS&H Financial Advisors first reported a position in IQVIA in Q2 2024 and held it in 2 quarters.
  • SS&H Financial Advisors's IQVIA position peaked at $264K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on SS&H Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.