DWM
ICLR icon

Defined Wealth Management’s Icon ICLR Stock Holding History

Defined 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
2021
Q1 		– Sell
-170
Closed -$33K – 143
2020
Q4 		$33K Buy
+170
New +$33.2K 0.03% 153

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Defined Wealth Management's ICLR Position: Q1 2021 in Review

Defined Wealth Management sold out of Icon (ICLR) in Q1 2021, closing a stake of 170 shares — an estimated $33K sold.

Defined Wealth Management first reported a position in ICLR in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Defined Wealth Management reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 170 Icon shares in Q1 2021, an estimated $33K.
  • Defined Wealth Management first reported a position in Icon in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Icon position peaked at $33K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.