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Tyler-Stone Wealth Management’s IQVIA IQV Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-65
Closed -$13.7K – 617
2024
Q2 		$13.7K Hold
65
– – 0.01% 600
2024
Q1 		$16.4K Hold
65
– – 0.01% 557
2023
Q4 		$15K Hold
65
– – 0.01% 561
2023
Q3 		$13K Hold
65
– – 0.01% 551
2023
Q2 		$15K Buy
+65
New +$13.1K 0.01% 530
2022
Q4 		$13K Hold
65
– – 0.01% 510
2022
Q3 		$12K Hold
65
– – 0.01% 511
2022
Q2 		$14K Hold
65
– – 0.01% 507
2022
Q1 		$15K Hold
65
– – 0.01% 502
2021
Q4 		$18K Buy
+65
New +$16.9K 0.01% 498

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Tyler-Stone Wealth Management's IQV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of IQVIA (IQV) in Q3 2024, closing a stake of 65 shares — an estimated $13.7K sold.

Tyler-Stone Wealth Management first reported a position in IQV in Q4 2021 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 65 IQVIA shares in Q3 2024, an estimated $13.7K.
  • Tyler-Stone Wealth Management first reported a position in IQVIA in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's IQVIA position peaked at $18K in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.