CFFP
ICLR icon

Center for Financial Planning’s Icon ICLR Stock Holding History

Center for Financial Planning’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
2021
Q2 		– Sell
-16
Closed -$3K – 516
2021
Q1 		$3K Hold
16
– – ﹤0.01% 473
2020
Q4 		$3K Hold
16
– – ﹤0.01% 419
2020
Q3 		$3K Hold
16
– – ﹤0.01% 389
2020
Q2 		$3K Hold
16
– – ﹤0.01% 394
2020
Q1 		$2K Hold
16
– – ﹤0.01% 496
2019
Q4 		$3K Buy
+16
New +$2.47K ﹤0.01% 404

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Center for Financial Planning's ICLR Position: Q2 2021 in Review

Center for Financial Planning sold out of Icon (ICLR) in Q2 2021, closing a stake of 16 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in ICLR in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 447 funds tracked by Wall St. Rank hold ICLR as of Q2 2021.

  • Center for Financial Planning reported no remaining Icon position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 16 Icon shares in Q2 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in Icon in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Icon position peaked at $3K in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Icon as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.