FFA
ICLR icon

Founders Financial Alliance’s Icon ICLR Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-20
Closed -$4K – 819
2020
Q3 		$4K Buy
+20
New +$3.68K ﹤0.01% 1054

Other funds holding ICLR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Founders Financial Alliance's ICLR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Icon (ICLR) in Q4 2020, closing a stake of 20 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in ICLR in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 422 funds tracked by Wall St. Rank hold ICLR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Icon position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 20 Icon shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Icon in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Icon position peaked at $4K in Q3 2020.
  • 422 funds tracked by Wall St. Rank held Icon as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.