CWM
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Cornerstone Wealth Management’s Icon ICLR Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-1,323
Closed -$326K – 542
2023
Q3 		$326K Buy
+1,323
New +$333K 0.03% 405
2018
Q4 		– Sell
-27,509
Closed -$242K – 709
2018
Q3 		$242K Sell
27,509
-4,792
-15% -$687K ﹤0.01% 1143
2018
Q2 		$246K Buy
+32,301
New +$4.03M ﹤0.01% 1259

Other funds holding ICLR

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Wellington Management Group
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Fidelity Investments
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return