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World Equity Group’s IQVIA IQV Stock Holding History

World Equity Group’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
-6,569
Closed -$1.39M – 290
2024
Q2 		$1.39M Hold
6,569
– – 0.41% 67
2024
Q1 		$1.66M Hold
6,569
– – 0.34% 72
2023
Q4 		$1.52M Sell
6,569
-164
-2% -$33.7K 0.3% 80
2023
Q3 		$1.32M Buy
6,733
+1,134
+20% +$246K 0.28% 92
2023
Q2 		$1.26M Buy
5,599
+3,038
+119% +$610K 0.37% 71
2023
Q1 		$822K Sell
2,561
-3,049
-54% -$652K 0.12% 193
2022
Q4 		$1.15M Buy
5,610
+209
+4% +$42.4K 0.27% 103
2022
Q3 		$978K Buy
5,401
+86
+2% +$18.8K 0.25% 103
2022
Q2 		$1.15M Buy
5,315
+120
+2% +$26.1K 0.29% 94
2022
Q1 		$1.2M Buy
+5,195
New +$1.23M 0.26% 105

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
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

World Equity Group's IQV Position: Q3 2024 in Review

World Equity Group sold out of IQVIA (IQV) in Q3 2024, closing a stake of 6,569 shares — an estimated $1.39M sold.

World Equity Group first reported a position in IQV in Q1 2022 and held it in 10 quarters. The position peaked at $1.66M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold IQV as of Q3 2024.

  • World Equity Group reported no remaining IQVIA position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 6,569 IQVIA shares in Q3 2024, an estimated $1.39M.
  • World Equity Group first reported a position in IQVIA in Q1 2022 and held it in 10 quarters.
  • World Equity Group's IQVIA position peaked at $1.66M in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held IQVIA as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.