EWS
ICLR icon

Eagle Wealth Strategies’s Icon ICLR Stock Holding History

Eagle Wealth Strategies’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
2024
Q4 		– Sell
-749
Closed -$215K – 112
2024
Q3 		$215K Sell
749
-2
-0.3% -$631 0.16% 96
2024
Q2 		$235K Sell
751
-19
-2% -$5.95K 0.19% 78
2024
Q1 		$255K Buy
770
+4
+0.5% +$1.18K 0.21% 78
2023
Q4 		$217K Buy
+766
New +$198K 0.13% 86

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Eagle Wealth Strategies's ICLR Position: Q4 2024 in Review

Eagle Wealth Strategies sold out of Icon (ICLR) in Q4 2024, closing a stake of 749 shares — an estimated $215K sold.

Eagle Wealth Strategies first reported a position in ICLR in Q4 2023 and held it in 4 quarters. The position peaked at $255K in Q1 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Eagle Wealth Strategies reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Eagle Wealth Strategies sold 749 Icon shares in Q4 2024, an estimated $215K.
  • Eagle Wealth Strategies first reported a position in Icon in Q4 2023 and held it in 4 quarters.
  • Eagle Wealth Strategies's Icon position peaked at $255K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Eagle Wealth Strategies's 13F filing for Q4 2024, filed 17 Jan 2025.