DHGWA
ICLR icon

Dixon Hughes Goodman Wealth Advisors’s Icon ICLR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		– Sell
-6
Closed -$2K – 974
2021
Q4 		$2K Buy
+6
New +$1.68K ﹤0.01% 677

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ICLR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of Icon (ICLR) in Q1 2022, closing a stake of 6 shares — an estimated $2K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in ICLR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 509 funds tracked by Wall St. Rank hold ICLR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Icon position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 6 Icon shares in Q1 2022, an estimated $2K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Icon in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Icon position peaked at $2K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Icon as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.