Credential Qtrade Securities’s Icon ICLR Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$229K	Sell	682 -53	-7%	-$15.6K	0.01%	231
2023 Q4	$208K	Sell	735 -137	-16%	-$35.4K	0.01%	219
2023 Q3	$215K	Sell	872 -214	-20%	-$53.9K	0.01%	213
2023 Q2	$272K	Sell	1,086 -112	-9%	-$23.8K	0.02%	214
2023 Q1	$256K	Buy	1,198 +68	+6%	+$15.1K	0.02%	220
2022 Q4	$220K	Sell	1,130 -103	-8%	-$20.4K	0.02%	229
2022 Q3	$227K	Buy	1,233 +296	+32%	+$64.4K	0.02%	213
2022 Q2	$203K	Buy	+937	New	+$210K	0.01%	223

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Credential Qtrade Securities's ICLR Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Icon (ICLR) stake by 7.2% in Q1 2024, selling an estimated $15.6K and leaving 682 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #231.

Credential Qtrade Securities first reported a position in ICLR in Q2 2022 and has held it in 8 quarters since. The position peaked at $272K in Q2 2023. 647 funds tracked by Wall St. Rank hold ICLR as of Q1 2024.

Credential Qtrade Securities held 682 shares of Icon worth $229K as of Q1 2024.
Credential Qtrade Securities sold 53 Icon shares in Q1 2024, an estimated $15.6K.
Icon made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #231 holding.
Credential Qtrade Securities first reported a position in Icon in Q2 2022 and has held it in 8 quarters since.
Credential Qtrade Securities's Icon position peaked at $272K in Q2 2023.
647 funds tracked by Wall St. Rank held Icon as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.