Destiny Wealth Partners’s Icon ICLR Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-29	Closed	-$5.63K	–	379
2022 Q4	$5.63K	Hold	29	–	–	﹤0.01%	555
2022 Q3	$5K	Hold	29	–	–	﹤0.01%	492
2022 Q2	$6K	Buy	+29	New	+$6.5K	﹤0.01%	498
2022 Q1	–	Sell	-41	Closed	-$13K	–	573
2021 Q4	$13K	Hold	41	–	–	﹤0.01%	423
2021 Q3	$11K	Buy	+41	New	+$9.96K	﹤0.01%	415
2021 Q2	–	Sell	-41	Closed	-$8K	–	327
2021 Q1	$8K	Hold	41	–	–	﹤0.01%	427
2020 Q4	$8K	Buy	+41	New	+$8.02K	﹤0.01%	425

Other funds holding ICLR

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return