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Wetzel Investment Advisors’s IQVIA IQV Stock Holding History

Wetzel Investment Advisors’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
Q4 		– Sell
-847
Closed -$201K – 125
2024
Q3 		$201K Buy
847
+21
+3% +$4.96K 0.1% 119
2024
Q2 		$209K Sell
826
-9
-1% -$2.04K 0.12% 112
2024
Q1 		$190K Buy
835
+34
+4% +$7.94K 0.11% 119
2023
Q4 		$185K Buy
+801
New +$164K 0.11% 114

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wetzel Investment Advisors's IQV Position: Q4 2024 in Review

Wetzel Investment Advisors sold out of IQVIA (IQV) in Q4 2024, closing a stake of 847 shares — an estimated $201K sold.

Wetzel Investment Advisors first reported a position in IQV in Q4 2023 and held it in 4 quarters. The position peaked at $209K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

  • Wetzel Investment Advisors reported no remaining IQVIA position as of Q4 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 847 IQVIA shares in Q4 2024, an estimated $201K.
  • Wetzel Investment Advisors first reported a position in IQVIA in Q4 2023 and held it in 4 quarters.
  • Wetzel Investment Advisors's IQVIA position peaked at $209K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on Wetzel Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.