DAS
ICLR icon

Dynamic Advisor Solutions’s Icon ICLR Stock Holding History

Dynamic Advisor Solutions’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
-654
Closed -$203K – 751
2021
Q4 		$203K Sell
654
-821
-56% -$230K 0.01% 685
2021
Q3 		$386K Buy
+1,475
New +$358K 0.03% 499

Other funds holding ICLR

WCM Investment Management
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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 $4.59B AUM 12.96% 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

Dynamic Advisor Solutions's ICLR Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of Icon (ICLR) in Q1 2022, closing a stake of 654 shares — an estimated $203K sold.

Dynamic Advisor Solutions first reported a position in ICLR in Q3 2021 and held it in 2 quarters. The position peaked at $386K in Q3 2021. 509 funds tracked by Wall St. Rank hold ICLR as of Q1 2022.

  • Dynamic Advisor Solutions reported no remaining Icon position as of Q1 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 654 Icon shares in Q1 2022, an estimated $203K.
  • Dynamic Advisor Solutions first reported a position in Icon in Q3 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Icon position peaked at $386K in Q3 2021.
  • 509 funds tracked by Wall St. Rank held Icon as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.