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Coppell Advisory Solutions’s Icon ICLR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-63
Closed -$13.2K – 1038
2024
Q4 		$13.2K Buy
63
+43
+215% +$10K ﹤0.01% 1014
2024
Q3 		$5.71K Hold
20
– – ﹤0.01% 1230
2024
Q2 		$6.27K Buy
+20
New +$6.27K ﹤0.01% 1146
2023
Q4 		$5.66K Hold
20
– – ﹤0.01% 1076
2023
Q3 		$3.88K Hold
20
– – ﹤0.01% 759
2023
Q2 		$4.85K Buy
+20
New +$4.25K ﹤0.01% 861
2023
Q1 		– Sell
-20
Closed -$3.88K – 622
2022
Q4 		$3.88K Buy
+20
New +$3.96K ﹤0.01% 763

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Coppell Advisory Solutions's ICLR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Icon (ICLR) in Q1 2025, closing a stake of 63 shares — an estimated $13.2K sold.

Coppell Advisory Solutions first reported a position in ICLR in Q4 2022 and held it in 7 quarters. The position peaked at $13.2K in Q4 2024. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 63 Icon shares in Q1 2025, an estimated $13.2K.
  • Coppell Advisory Solutions first reported a position in Icon in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Icon position peaked at $13.2K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.