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Beacon Investment Advisory Services’s Icon ICLR Stock Holding History

Beacon Investment Advisory Services’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
Q4 		– Sell
-6,500
Closed -$1.6M – 272
2023
Q3 		$1.6M Hold
6,500
– – 0.08% 129
2023
Q2 		$1.63M Buy
+6,500
New +$1.38M 0.08% 134
2019
Q1 		– Sell
-6,500
Closed -$840K – 240
2018
Q4 		$840K Hold
6,500
– – 0.09% 123
2018
Q3 		$999K Hold
6,500
– – 0.1% 117
2018
Q2 		$861K Hold
6,500
– – 0.09% 122
2018
Q1 		$768K Buy
+6,500
New +$746K 0.08% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Investment Advisory Services's ICLR Position: Q4 2023 in Review

Beacon Investment Advisory Services sold out of Icon (ICLR) in Q4 2023, closing a stake of 6,500 shares — an estimated $1.6M sold.

Beacon Investment Advisory Services first reported a position in ICLR in Q1 2018 and held it in 6 quarters. The position peaked at $1.63M in Q2 2023. 600 funds tracked by Wall St. Rank hold ICLR as of Q4 2023.

  • Beacon Investment Advisory Services reported no remaining Icon position as of Q4 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 6,500 Icon shares in Q4 2023, an estimated $1.6M.
  • Beacon Investment Advisory Services first reported a position in Icon in Q1 2018 and held it in 6 quarters.
  • Beacon Investment Advisory Services's Icon position peaked at $1.63M in Q2 2023.
  • 600 funds tracked by Wall St. Rank held Icon as of Q4 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.