BRWA
ICLR icon

B. Riley Wealth Advisors’s Icon ICLR Stock Holding History

B. Riley Wealth Advisors’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 		$267K Sell
1,273
-117
-8% -$27.3K 0.01% 915
2024
Q3 		$402K Sell
1,390
-58
-4% -$18.3K 0.01% 831
2024
Q2 		$454K Sell
1,448
-543
-27% -$170K 0.01% 861
2024
Q1 		$490K Buy
1,991
+625
+46% +$184K 0.01% 801
2023
Q4 		$387K Sell
1,366
-625
-31% -$162K 0.01% 945
2023
Q3 		$490K Buy
1,991
+681
+52% +$172K 0.01% 801
2023
Q2 		$328K Sell
1,310
-151
-10% -$32.1K 0.01% 1075
2023
Q1 		$312K Buy
1,461
+373
+34% +$83K 0.01% 1047
2022
Q4 		$211K Sell
1,088
-190
-15% -$37.7K 0.01% 1228
2022
Q3 		$237K Sell
1,278
-88
-6% -$19.2K 0.01% 1143
2022
Q2 		$299K Buy
1,366
+125
+10% +$28K 0.01% 884
2022
Q1 		$304K Buy
1,241
+22
+2% +$5.51K 0.01% 999
2021
Q4 		$378K Buy
1,219
+178
+17% +$49.8K 0.01% 955
2021
Q3 		$265K Buy
+1,041
New +$253K 0.01% 1105
2015
Q1 		– Sell
-259
Closed -$13 – 1224
2014
Q4 		$13 Buy
+259
New +$14K ﹤0.01% 2735

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 $43.1B AUM 23.42% 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 $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return