AWM
ICLR icon

Accel Wealth Management’s Icon ICLR Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-15
Closed -$3.2K – 488
2023
Q1 		$3.2K Hold
15
– – ﹤0.01% 1052
2022
Q4 		$2.91K Hold
15
– – ﹤0.01% 869
2022
Q3 		$3K Hold
15
– – ﹤0.01% 896
2022
Q2 		$3K Hold
15
– – ﹤0.01% 856
2022
Q1 		$4K Hold
15
– – ﹤0.01% 826
2021
Q4 		$5K Buy
+15
New +$4.2K ﹤0.01% 814
2021
Q3 		– Sell
-15
Closed -$3K – 850
2021
Q2 		$3K Hold
15
– – ﹤0.01% 838
2021
Q1 		$3K Hold
15
– – ﹤0.01% 802
2020
Q4 		$3K Buy
+15
New +$2.93K ﹤0.01% 758

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accel Wealth Management's ICLR Position: Q2 2023 in Review

Accel Wealth Management sold out of Icon (ICLR) in Q2 2023, closing a stake of 15 shares — an estimated $3.2K sold.

Accel Wealth Management first reported a position in ICLR in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 529 funds tracked by Wall St. Rank hold ICLR as of Q2 2023.

  • Accel Wealth Management reported no remaining Icon position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 15 Icon shares in Q2 2023, an estimated $3.2K.
  • Accel Wealth Management first reported a position in Icon in Q4 2020 and held it in 9 quarters.
  • Accel Wealth Management's Icon position peaked at $5K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held Icon as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.