AWM
ICLR icon

Avior Wealth Management’s Icon ICLR Stock Holding History

Avior 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
2025
Q1 		– Sell
-894
Closed -$187K – 1483
2024
Q4 		$187K Buy
894
+386
+76% +$90.1K 0.01% 719
2024
Q3 		$146K Sell
508
-6
-1% -$1.89K 0.01% 778
2024
Q2 		$161K Sell
514
-226
-31% -$70.8K 0.01% 730
2024
Q1 		$249K Buy
740
+692
+1,442% +$204K 0.01% 647
2023
Q4 		$13.6K Buy
+48
New +$12.4K ﹤0.01% 942
2023
Q3 		– Sell
-3,107
Closed -$777K – 1640
2023
Q2 		$777K Sell
3,107
-311
-9% -$66K 0.05% 239
2023
Q1 		$730K Hold
3,418
– – 0.05% 252
2022
Q4 		$664K Hold
3,418
– – 0.05% 243
2022
Q3 		$628K Buy
3,418
+30
+0.9% +$6.53K 0.05% 228
2022
Q2 		$734K Hold
3,388
– – 0.07% 191
2022
Q1 		$824K Sell
3,388
-586
-15% -$147K 0.07% 200
2021
Q4 		$1.23M Hold
3,974
– – 0.1% 158
2021
Q3 		$1.04M Buy
3,974
+463
+13% +$113K 0.09% 181
2021
Q2 		$725K Sell
3,511
-540
-13% -$117K 0.07% 223
2021
Q1 		$795K Buy
4,051
+1,001
+33% +$198K 0.09% 208
2020
Q4 		$594K Buy
3,050
+450
+17% +$88K 0.07% 227
2020
Q3 		$496K Buy
2,600
+580
+29% +$107K 0.07% 236
2020
Q2 		$340K Buy
2,020
+710
+54% +$112K 0.05% 315
2020
Q1 		$178K Buy
+1,310
New +$210K 0.04% 359

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return