Archer Investment Corporation’s Icon ICLR Stock Holding History

Archer Investment Corporation’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	-2,200	Closed	-$632K	–	1129
2024 Q3	$632K	Hold	2,200	–	–	0.17%	109
2024 Q2	$690K	Hold	2,200	–	–	0.2%	98
2024 Q1	$739K	Hold	2,200	–	–	0.22%	95
2023 Q4	$623K	Hold	2,200	–	–	0.2%	103
2023 Q3	$542K	Hold	2,200	–	–	0.19%	115
2023 Q2	$550K	Hold	2,200	–	–	0.2%	110
2023 Q1	$488K	Hold	2,200	–	–	0.18%	131
2022 Q4	$427K	Hold	2,200	–	–	0.17%	142
2022 Q3	$404K	Hold	2,200	–	–	0.17%	138
2022 Q2	$477K	Hold	2,200	–	–	0.19%	126
2022 Q1	$535K	Hold	2,200	–	–	0.19%	131
2021 Q4	$681K	Hold	2,200	–	–	0.23%	94
2021 Q3	$576K	Hold	2,200	–	–	0.22%	110
2021 Q2	$455K	Hold	2,200	–	–	0.18%	136
2021 Q1	$432K	Hold	2,200	–	–	0.18%	135
2020 Q4	$429K	Hold	2,200	–	–	0.2%	131
2020 Q3	$420K	Hold	2,200	–	–	0.22%	111
2020 Q2	$371K	Hold	2,200	–	–	0.21%	116
2020 Q1	$299K	Hold	2,200	–	–	0.2%	117
2019 Q4	$379K	Hold	2,200	–	–	0.2%	124
2019 Q3	$324K	Hold	2,200	–	–	0.2%	133
2019 Q2	$339K	Hold	2,200	–	–	0.22%	119
2019 Q1	$300K	Hold	2,200	–	–	0.2%	137
2018 Q4	$284K	Buy	+2,200	New	+$304K	0.25%	111

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Archer Investment Corporation's ICLR Position: Q4 2024 in Review

Archer Investment Corporation sold out of Icon (ICLR) in Q4 2024, closing a stake of 2,200 shares — an estimated $632K sold.

Archer Investment Corporation first reported a position in ICLR in Q4 2018 and held it in 24 quarters. The position peaked at $739K in Q1 2024. 597 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

Archer Investment Corporation reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
Archer Investment Corporation sold 2,200 Icon shares in Q4 2024, an estimated $632K.
Archer Investment Corporation first reported a position in Icon in Q4 2018 and held it in 24 quarters.
Archer Investment Corporation's Icon position peaked at $739K in Q1 2024.
597 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Archer Investment Corporation's 13F filing for Q4 2024, filed 28 Jan 2025.