CWM
ICLR icon

Cranbrook Wealth Management’s Icon ICLR Stock Holding History

Cranbrook 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
2020
Q2 		– Sell
-200
Closed -$27K – 269
2020
Q1 		$27K Buy
+200
New +$32K 0.01% 151

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PG
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Acadian Asset Management
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CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
AllianceBernstein
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cranbrook Wealth Management's ICLR Position: Q2 2020 in Review

Cranbrook Wealth Management sold out of Icon (ICLR) in Q2 2020, closing a stake of 200 shares — an estimated $27K sold.

Cranbrook Wealth Management first reported a position in ICLR in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 379 funds tracked by Wall St. Rank hold ICLR as of Q2 2020.

  • Cranbrook Wealth Management reported no remaining Icon position as of Q2 2020 after selling out during the quarter.
  • Cranbrook Wealth Management sold 200 Icon shares in Q2 2020, an estimated $27K.
  • Cranbrook Wealth Management first reported a position in Icon in Q1 2020 and held it in 1 quarter.
  • Cranbrook Wealth Management's Icon position peaked at $27K in Q1 2020.
  • 379 funds tracked by Wall St. Rank held Icon as of Q2 2020.

Based on Cranbrook Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.