FGAM
ICLR icon

Financial Gravity Asset Management’s Icon ICLR Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-47
Closed -$16.2K – 1966
2024
Q1 		$16.2K Buy
47
+6
+15% +$1.77K ﹤0.01% 601
2023
Q4 		$10.3K Buy
41
+19
+86% +$4.92K ﹤0.01% 782
2023
Q3 		$5.24K Sell
22
-228
-91% -$57.5K ﹤0.01% 630
2023
Q2 		$14.3K Buy
250
+36
+17% +$7.64K 0.04% 201
2023
Q1 		$6.38K Buy
214
+20
+10% +$4.45K 0.2% 110
2022
Q4 		$13.1K Sell
194
-3,854
-95% -$764K 0.07% 183
2022
Q3 		$5.27K Sell
4,048
-2,028
-33% -$441K 0.18% 103
2022
Q2 		$6.02K Sell
6,076
-5,345
-47% -$1.2M 0.19% 105
2022
Q1 		$11.3K Sell
11,421
-49
-0.4% -$12.3K 0.32% 73
2021
Q4 		$17.7K Buy
11,470
+11,408
+18,400% +$3.19M 0.4% 50
2021
Q3 		$262K Sell
62
-1
-2% -$243 0.12% 137
2021
Q2 		$207K Buy
+63
New +$13.6K 0.07% 180
2019
Q4 		– Sell
-1,435
Closed -$211K – 1553
2019
Q3 		$211K Sell
1,435
-456
-24% -$70K 0.18% 112
2019
Q2 		$291K Sell
1,891
-532
-22% -$74.6K 0.24% 99
2019
Q1 		$335K Buy
+2,423
New +$330K 0.27% 85
2018
Q3 		$275K Buy
2,039
+127
+7% +$18.2K 0.29% 67
2018
Q2 		$282K Buy
1,912
+388
+25% +$48.4K 0.26% 70
2018
Q1 		$179K Buy
+1,524
New +$175K 0.18% 115

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return