GWS
ICLR icon

Glassman Wealth Services’s Icon ICLR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-37
Closed -$10.5K – 953
2023
Q4 		$10.5K Buy
37
+12
+48% +$3.1K ﹤0.01% 872
2023
Q3 		$6.16K Buy
25
+2
+9% +$504 ﹤0.01% 996
2023
Q2 		$5.75K Buy
+23
New +$4.88K ﹤0.01% 959
2020
Q1 		– Sell
-45
Closed -$8K – 1323
2019
Q4 		$8K Hold
45
– – ﹤0.01% 515
2019
Q3 		$7K Sell
45
-3
-6% -$461 ﹤0.01% 492
2019
Q2 		$7K Buy
48
+4
+9% +$561 ﹤0.01% 498
2019
Q1 		$6K Buy
44
+3
+7% +$409 ﹤0.01% 515
2018
Q4 		$5K Hold
41
– – ﹤0.01% 426
2018
Q3 		$6K Hold
41
– – ﹤0.01% 458
2018
Q2 		$5K Hold
41
– – ﹤0.01% 438
2018
Q1 		$5K Buy
+41
New +$4.7K ﹤0.01% 424

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return