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 – 1481
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 – 1634
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 $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Avior Wealth Management's ICLR Position: Q1 2025 in Review

Avior Wealth Management sold out of Icon (ICLR) in Q1 2025, closing a stake of 894 shares — an estimated $187K sold.

Avior Wealth Management first reported a position in ICLR in Q1 2020 and held it in 19 quarters. The position peaked at $1.23M in Q4 2021. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Avior Wealth Management reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 894 Icon shares in Q1 2025, an estimated $187K.
  • Avior Wealth Management first reported a position in Icon in Q1 2020 and held it in 19 quarters.
  • Avior Wealth Management's Icon position peaked at $1.23M in Q4 2021.
  • 561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.