CWA
ICLR icon

Clarus Wealth Advisors’s Icon ICLR Stock Holding History

Clarus 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
2019
Q3 		– Sell
-28
Closed -$4K – 329
2019
Q2 		$4K Buy
28
+6
+27% +$841 ﹤0.01% 512
2019
Q1 		$3K Hold
22
– – ﹤0.01% 633
2018
Q4 		$3K Sell
22
-9
-29% -$1.24K ﹤0.01% 623
2018
Q3 		$5K Sell
31
-200
-87% -$28.7K ﹤0.01% 610
2018
Q2 		$27K Buy
+231
New +$28.8K 0.02% 378

Other funds holding ICLR

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Clarus Wealth Advisors's ICLR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Icon (ICLR) in Q3 2019, closing a stake of 28 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in ICLR in Q2 2018 and held it in 5 quarters. The position peaked at $27K in Q2 2018. 356 funds tracked by Wall St. Rank hold ICLR as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Icon position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 28 Icon shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Icon in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Icon position peaked at $27K in Q2 2018.
  • 356 funds tracked by Wall St. Rank held Icon as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.