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Coppell Advisory Solutions Corp’s Icon ICLR Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-20
Closed -$3.88K – 622
2022
Q4 		$3.88K Buy
+20
New +$3.96K ﹤0.01% 763

Other funds holding ICLR

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coppell Advisory Solutions Corp's ICLR Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Icon (ICLR) in Q1 2023, closing a stake of 20 shares — an estimated $3.88K sold.

Coppell Advisory Solutions Corp first reported a position in ICLR in Q4 2022 and held it in 1 quarter. The position peaked at $3.88K in Q4 2022. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 20 Icon shares in Q1 2023, an estimated $3.88K.
  • Coppell Advisory Solutions Corp first reported a position in Icon in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Icon position peaked at $3.88K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.