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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

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baldwin Wealth Partners's ICLR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Icon (ICLR) in Q4 2024, closing a stake of 100 shares — an estimated $28.7K sold.

Baldwin Wealth Partners first reported a position in ICLR in Q1 2020 and held it in 19 quarters. The position peaked at $31.9K in Q1 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Icon shares in Q4 2024, an estimated $28.7K.
  • Baldwin Wealth Partners first reported a position in Icon in Q1 2020 and held it in 19 quarters.
  • Baldwin Wealth Partners's Icon position peaked at $31.9K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.