BSW
ICLR icon

Buckingham Strategic Wealth’s Icon ICLR Stock Holding History

Buckingham Strategic Wealth’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
2022
Q1 		– Sell
-722
Closed -$224K – 611
2021
Q4 		$224K Buy
+722
New +$202K ﹤0.01% 542

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Buckingham Strategic Wealth's ICLR Position: Q1 2022 in Review

Buckingham Strategic Wealth sold out of Icon (ICLR) in Q1 2022, closing a stake of 722 shares — an estimated $224K sold.

Buckingham Strategic Wealth first reported a position in ICLR in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 509 funds tracked by Wall St. Rank hold ICLR as of Q1 2022.

  • Buckingham Strategic Wealth reported no remaining Icon position as of Q1 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 722 Icon shares in Q1 2022, an estimated $224K.
  • Buckingham Strategic Wealth first reported a position in Icon in Q4 2021 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Icon position peaked at $224K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Icon as of Q1 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2022, filed 10 May 2022.