Fortis Capital Advisors’s Icon ICLR Stock Holding History

Fortis Capital 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
2023 Q2	–	Sell	-9	Closed	-$1.92K	–	345
2023 Q1	$1.92K	Buy	+9	New	+$2K	﹤0.01%	573

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fortis Capital Advisors's ICLR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Icon (ICLR) in Q2 2023, closing a stake of 9 shares — an estimated $1.92K sold.

Fortis Capital Advisors first reported a position in ICLR in Q1 2023 and held it in 1 quarter. The position peaked at $1.92K in Q1 2023. 529 funds tracked by Wall St. Rank hold ICLR as of Q2 2023.

Fortis Capital Advisors reported no remaining Icon position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 9 Icon shares in Q2 2023, an estimated $1.92K.
Fortis Capital Advisors first reported a position in Icon in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Icon position peaked at $1.92K in Q1 2023.
529 funds tracked by Wall St. Rank held Icon as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.