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Triad Wealth Partners’s IQVIA IQV Stock Holding History

Triad Wealth Partners’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
-18
Closed -$3.81K – 459
2024
Q2 		$3.81K Buy
+18
New +$4.09K ﹤0.01% 632

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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

Triad Wealth Partners's IQV Position: Q3 2024 in Review

Triad Wealth Partners sold out of IQVIA (IQV) in Q3 2024, closing a stake of 18 shares — an estimated $3.81K sold.

Triad Wealth Partners first reported a position in IQV in Q2 2024 and held it in 1 quarter. The position peaked at $3.81K in Q2 2024. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • Triad Wealth Partners reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 18 IQVIA shares in Q3 2024, an estimated $3.81K.
  • Triad Wealth Partners first reported a position in IQVIA in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's IQVIA position peaked at $3.81K in Q2 2024.
  • 1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.