BWP
ICLR icon

Baldwin Wealth Partners’s Icon ICLR Stock Holding History

Baldwin Wealth Partners’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
-100
Closed -$28.7K – 603
2024
Q3 		$28.7K Hold
100
– – ﹤0.01% 644
2024
Q2 		$31.3K Buy
100
+5
+5% +$1.57K ﹤0.01% 410
2024
Q1 		$31.9K Buy
95
+3
+3% +$884 ﹤0.01% 430
2023
Q4 		$26K Sell
92
-3
-3% -$776 ﹤0.01% 470
2023
Q3 		$23.4K Buy
95
+21
+28% +$5.29K ﹤0.01% 496
2023
Q2 		$18.5K Hold
74
– – ﹤0.01% 543
2023
Q1 		$15.8K Hold
74
– – ﹤0.01% 574
2022
Q4 		$14.4K Hold
74
– – ﹤0.01% 572
2022
Q3 		$14K Hold
74
– – ﹤0.01% 484
2022
Q2 		$16K Hold
74
– – ﹤0.01% 491
2022
Q1 		$18K Hold
74
– – ﹤0.01% 486
2021
Q4 		$23K Buy
74
+8
+12% +$2.24K ﹤0.01% 441
2021
Q3 		$17K Buy
66
+29
+78% +$7.05K ﹤0.01% 467
2021
Q2 		$8K Hold
37
– – ﹤0.01% 547
2021
Q1 		$7K Sell
37
-4
-10% -$790 ﹤0.01% 536
2020
Q4 		$8K Hold
41
– – ﹤0.01% 470
2020
Q3 		$8K Buy
41
+4
+11% +$735 ﹤0.01% 445
2020
Q2 		$6K Hold
37
– – ﹤0.01% 464
2020
Q1 		$5K Buy
+37
New +$5.92K ﹤0.01% 472

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Franklin Resources
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Wellington Management Group
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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