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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Destiny Wealth Partners's ICLR Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Icon (ICLR) in Q1 2023, closing a stake of 29 shares — an estimated $5.63K sold.

Destiny Wealth Partners first reported a position in ICLR in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

Destiny Wealth Partners reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 29 Icon shares in Q1 2023, an estimated $5.63K.
Destiny Wealth Partners first reported a position in Icon in Q4 2020 and held it in 7 quarters.
Destiny Wealth Partners's Icon position peaked at $13K in Q4 2021.
533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.