FAG
ICLR icon

Fortitude Advisory Group’s Icon ICLR Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-25
Closed -$6K – 685
2022
Q1 		$6K Hold
25
– – ﹤0.01% 1132
2021
Q4 		$8K Buy
+25
New +$7K ﹤0.01% 1093

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Fortitude Advisory Group's ICLR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Icon (ICLR) in Q2 2022, closing a stake of 25 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in ICLR in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 505 funds tracked by Wall St. Rank hold ICLR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Icon position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 25 Icon shares in Q2 2022, an estimated $6K.
  • Fortitude Advisory Group first reported a position in Icon in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Icon position peaked at $8K in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Icon as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.