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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Tradition Wealth Management's IQV Position: Q1 2024 in Review

Tradition Wealth Management sold out of IQVIA (IQV) in Q1 2024, closing a stake of 234 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in IQV in Q4 2020 and held it in 13 quarters. The position peaked at $54K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold IQV as of Q1 2024.

Tradition Wealth Management reported no remaining IQVIA position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 234 IQVIA shares in Q1 2024, an estimated $54K.
Tradition Wealth Management first reported a position in IQVIA in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's IQVIA position peaked at $54K in Q4 2023.
1,016 funds tracked by Wall St. Rank held IQVIA as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.