BDO Wealth Advisors’s Icon ICLR Stock Holding History

BDO 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
2023 Q2	–	Sell	-35	Closed	-$7.48K	–	1020
2023 Q1	$7.48K	Buy	+35	New	+$7.79K	﹤0.01%	755

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BDO Wealth Advisors's ICLR Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Icon (ICLR) in Q2 2023, closing a stake of 35 shares — an estimated $7.48K sold.

BDO Wealth Advisors first reported a position in ICLR in Q1 2023 and held it in 1 quarter. The position peaked at $7.48K in Q1 2023. 529 funds tracked by Wall St. Rank hold ICLR as of Q2 2023.

BDO Wealth Advisors reported no remaining Icon position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 35 Icon shares in Q2 2023, an estimated $7.48K.
BDO Wealth Advisors first reported a position in Icon in Q1 2023 and held it in 1 quarter.
BDO Wealth Advisors's Icon position peaked at $7.48K in Q1 2023.
529 funds tracked by Wall St. Rank held Icon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.