GA
ICLR icon

Goldstein Advisors’s Icon ICLR Stock Holding History

Goldstein 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
2024
Q3 		– Sell
-681
Closed -$213K – 206
2024
Q2 		$213K Sell
681
-11
-2% -$3.45K 0.04% 150
2024
Q1 		$232K Sell
692
-18
-3% -$5.31K 0.04% 141
2023
Q4 		$201K Buy
+710
New +$184K 0.03% 172

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldstein Advisors's ICLR Position: Q3 2024 in Review

Goldstein Advisors sold out of Icon (ICLR) in Q3 2024, closing a stake of 681 shares — an estimated $213K sold.

Goldstein Advisors first reported a position in ICLR in Q4 2023 and held it in 3 quarters. The position peaked at $232K in Q1 2024. 661 funds tracked by Wall St. Rank hold ICLR as of Q3 2024.

  • Goldstein Advisors reported no remaining Icon position as of Q3 2024 after selling out during the quarter.
  • Goldstein Advisors sold 681 Icon shares in Q3 2024, an estimated $213K.
  • Goldstein Advisors first reported a position in Icon in Q4 2023 and held it in 3 quarters.
  • Goldstein Advisors's Icon position peaked at $232K in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Icon as of Q3 2024.

Based on Goldstein Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.