1W
ICLR icon

1776 Wealth’s Icon ICLR Stock Holding History

1776 Wealth’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,227
Closed -$353K – 145
2024
Q3 		$353K Hold
1,227
– – 0.16% 106
2024
Q2 		$385K Buy
+1,227
New +$385K 0.17% 107
2023
Q3 		– Sell
-1,803
Closed -$451K – 137
2023
Q2 		$451K Sell
1,803
-142
-7% -$30.1K 0.24% 82
2023
Q1 		$415K Hold
1,945
– – 0.25% 72
2022
Q4 		$378K Sell
1,945
-1,443
-43% -$286K 0.27% 76
2022
Q3 		$623K Hold
3,388
– – 0.47% 37
2022
Q2 		$734K Sell
3,388
-741
-18% -$166K 0.52% 35
2022
Q1 		$1M Sell
4,129
-618
-13% -$155K 0.58% 31
2021
Q4 		$1.47M Buy
4,747
+31
+0.7% +$8.67K 0.79% 27
2021
Q3 		$1.24M Buy
+4,716
New +$1.15M 0.7% 29

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1776 Wealth's ICLR Position: Q4 2024 in Review

1776 Wealth sold out of Icon (ICLR) in Q4 2024, closing a stake of 1,227 shares — an estimated $353K sold.

1776 Wealth first reported a position in ICLR in Q3 2021 and held it in 10 quarters. The position peaked at $1.47M in Q4 2021. 594 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • 1776 Wealth reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • 1776 Wealth sold 1,227 Icon shares in Q4 2024, an estimated $353K.
  • 1776 Wealth first reported a position in Icon in Q3 2021 and held it in 10 quarters.
  • 1776 Wealth's Icon position peaked at $1.47M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on 1776 Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.