SWS
IQV icon

SYSTM Wealth Solutions’s IQVIA IQV Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-19
Closed -$4.02K – 358
2024
Q2 		$4.02K Hold
19
– – ﹤0.01% 582
2024
Q1 		$4.8K Hold
19
– – ﹤0.01% 837
2023
Q4 		$4.4K Buy
+19
New +$3.9K ﹤0.01% 891
2023
Q1 		– Sell
-10,643
Closed -$2.18M – 495
2022
Q4 		$2.18M Buy
+10,643
New +$2.16M 0.27% 101

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
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
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

SYSTM Wealth Solutions's IQV Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of IQVIA (IQV) in Q3 2024, closing a stake of 19 shares — an estimated $4.02K sold.

SYSTM Wealth Solutions first reported a position in IQV in Q4 2022 and held it in 4 quarters. The position peaked at $2.18M in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19 IQVIA shares in Q3 2024, an estimated $4.02K.
  • SYSTM Wealth Solutions first reported a position in IQVIA in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's IQVIA position peaked at $2.18M in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.