EWA
ICLR icon

Evolution Wealth Advisors’s Icon ICLR Stock Holding History

Evolution 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
2021
Q2 		– Sell
-137
Closed -$27K – 648
2021
Q1 		$27K Buy
+137
New +$27K 0.01% 258

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Evolution Wealth Advisors's ICLR Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Icon (ICLR) in Q2 2021, closing a stake of 137 shares — an estimated $27K sold.

Evolution Wealth Advisors first reported a position in ICLR in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 447 funds tracked by Wall St. Rank hold ICLR as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Icon position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 137 Icon shares in Q2 2021, an estimated $27K.
  • Evolution Wealth Advisors first reported a position in Icon in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Icon position peaked at $27K in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Icon as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.