WR Wealth Planners’s IQVIA IQV Stock Holding History

WR Wealth Planners’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	$19.1K	Buy	97 +12	+14%	+$2.53K	0.01%	469
2024 Q3	$20.1K	Buy	85 +11	+15%	+$2.6K	0.01%	481
2024 Q2	$15.6K	Buy	74 +12	+19%	+$2.73K	﹤0.01%	490
2024 Q1	$15.7K	Buy	+62	New	+$14.5K	﹤0.01%	501
2023 Q4	–	Sell	-57	Closed	-$11.2K	–	516
2023 Q3	$11.2K	Buy	57 +10	+21%	+$2.17K	﹤0.01%	530
2023 Q2	$10.6K	Buy	47 +1	+2%	+$201	﹤0.01%	553
2023 Q1	$9.15K	Buy	+46	New	+$9.83K	﹤0.01%	578
2022 Q4	–	Sell	-1	Closed	-$181	–	523
2022 Q3	$181	Buy	+1	New	+$219	﹤0.01%	492

Other funds holding IQV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

WR Wealth Planners's IQV Position: Q4 2024 in Review

WR Wealth Planners increased its IQVIA (IQV) stake by 14% in Q4 2024, buying an estimated $2.53K and bringing the position to 97 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #469.

WR Wealth Planners first reported a position in IQV in Q3 2022 and has held it in 8 quarters since. The position peaked at $20.1K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IQV as of Q4 2024.

WR Wealth Planners held 97 shares of IQVIA worth $19.1K as of Q4 2024.
WR Wealth Planners bought 12 IQVIA shares in Q4 2024, an estimated $2.53K.
IQVIA made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #469 holding.
WR Wealth Planners first reported a position in IQVIA in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's IQVIA position peaked at $20.1K in Q3 2024.
1,002 funds tracked by Wall St. Rank held IQVIA as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.