TWM
IQV icon

Tradition Wealth Management’s IQVIA IQV Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-234
Closed -$54K – 791
2023
Q4 		$54K Sell
234
-2
-0.8% -$411 0.01% 606
2023
Q3 		$46K Hold
236
– – 0.01% 625
2023
Q2 		$53K Buy
236
+4
+2% +$803 0.01% 610
2023
Q1 		$46K Sell
232
-1
-0.4% -$214 0.01% 631
2022
Q4 		$48K Buy
233
+1
+0.4% +$203 0.01% 536
2022
Q3 		$42K Buy
232
+172
+287% +$37.7K 0.01% 551
2022
Q2 		$13K Hold
60
– – ﹤0.01% 759
2022
Q1 		$14K Hold
60
– – ﹤0.01% 809
2021
Q4 		$17K Hold
60
– – ﹤0.01% 774
2021
Q3 		$14K Hold
60
– – ﹤0.01% 813
2021
Q2 		$15K Sell
60
-6
-9% -$1.39K ﹤0.01% 832
2021
Q1 		$13K Buy
66
+6
+10% +$1.13K ﹤0.01% 721
2020
Q4 		$11K Buy
+60
New +$10.1K ﹤0.01% 708

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return