AWM
ICLR icon

Avitas Wealth Management’s Icon ICLR Stock Holding History

Avitas 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
2024
Q4 		$281K Buy
1,341
+262
+24% +$61.2K 0.04% 182
2024
Q3 		$310K Sell
1,079
-83
-7% -$26.2K 0.04% 184
2024
Q2 		$364K Sell
1,162
-66
-5% -$20.7K 0.05% 181
2024
Q1 		$413K Buy
+1,228
New +$362K 0.06% 180

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

Avitas Wealth Management's ICLR Position: Q4 2024 in Review

Avitas Wealth Management increased its Icon (ICLR) stake by 24% in Q4 2024, buying an estimated $61.2K and bringing the position to 1,341 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #182.

Avitas Wealth Management first reported a position in ICLR in Q1 2024 and has held it in 4 quarters since. The position peaked at $413K in Q1 2024. 594 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Avitas Wealth Management held 1,341 shares of Icon worth $281K as of Q4 2024.
  • Avitas Wealth Management bought 262 Icon shares in Q4 2024, an estimated $61.2K.
  • Icon made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #182 holding.
  • Avitas Wealth Management first reported a position in Icon in Q1 2024 and has held it in 4 quarters since.
  • Avitas Wealth Management's Icon position peaked at $413K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.