CCA
ICLR icon

Checchi Capital Advisers’s Icon ICLR Stock Holding History

Checchi Capital Advisers’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
Q1 		– Sell
-895
Closed -$253K – 586
2023
Q4 		$253K Hold
895
– – 0.02% 468
2023
Q3 		$220K Buy
+895
New +$226K 0.02% 473
2016
Q3 		– Sell
-67
Closed -$5K – 778
2016
Q2 		$5K Hold
67
– – ﹤0.01% 1398
2016
Q1 		$5K Buy
+67
New +$4.7K ﹤0.01% 1408

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

Checchi Capital Advisers's ICLR Position: Q1 2024 in Review

Checchi Capital Advisers sold out of Icon (ICLR) in Q1 2024, closing a stake of 895 shares — an estimated $253K sold.

Checchi Capital Advisers first reported a position in ICLR in Q1 2016 and held it in 4 quarters. The position peaked at $253K in Q4 2023. 647 funds tracked by Wall St. Rank hold ICLR as of Q1 2024.

  • Checchi Capital Advisers reported no remaining Icon position as of Q1 2024 after selling out during the quarter.
  • Checchi Capital Advisers sold 895 Icon shares in Q1 2024, an estimated $253K.
  • Checchi Capital Advisers first reported a position in Icon in Q1 2016 and held it in 4 quarters.
  • Checchi Capital Advisers's Icon position peaked at $253K in Q4 2023.
  • 647 funds tracked by Wall St. Rank held Icon as of Q1 2024.

Based on Checchi Capital Advisers's 13F filing for Q1 2024, filed 25 Apr 2024.