EWM
ICLR icon

Executive Wealth Management’s Icon ICLR Stock Holding History

Executive Wealth Management’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
-2,441
Closed -$474K – 198
2022
Q4 		$474K Buy
2,441
+2,005
+460% +$398K 0.06% 135
2022
Q3 		$436 Sell
436
-3,012
-87% -$656K 0.06% 128
2022
Q2 		$747K Sell
3,448
-309
-8% -$69.3K 0.1% 117
2022
Q1 		$913K Buy
3,757
+84
+2% +$21.1K 0.1% 120
2021
Q4 		$1.14M Buy
3,673
+186
+5% +$52K 0.11% 116
2021
Q3 		$913K Buy
+3,487
New +$848K 0.1% 117

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Executive Wealth Management's ICLR Position: Q1 2023 in Review

Executive Wealth Management sold out of Icon (ICLR) in Q1 2023, closing a stake of 2,441 shares — an estimated $474K sold.

Executive Wealth Management first reported a position in ICLR in Q3 2021 and held it in 6 quarters. The position peaked at $1.14M in Q4 2021. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

  • Executive Wealth Management reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
  • Executive Wealth Management sold 2,441 Icon shares in Q1 2023, an estimated $474K.
  • Executive Wealth Management first reported a position in Icon in Q3 2021 and held it in 6 quarters.
  • Executive Wealth Management's Icon position peaked at $1.14M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on Executive Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.