HGWM
ICLR icon

Harvest Group Wealth Management’s Icon ICLR Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-194
Closed -$38K – 341
2020
Q4 		$38K Hold
194
– – 0.02% 118
2020
Q3 		$37K Hold
194
– – 0.03% 111
2020
Q2 		$32K Buy
194
+56
+41% +$8.82K 0.03% 111
2020
Q1 		$18K Hold
138
– – 0.02% 145
2019
Q4 		$23K Hold
138
– – 0.02% 142
2019
Q3 		$20K Hold
138
– – 0.02% 159
2019
Q2 		$21K Buy
138
+16
+13% +$2.24K 0.03% 147
2019
Q1 		$17K Buy
+122
New +$16.6K 0.02% 178

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Harvest Group Wealth Management's ICLR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Icon (ICLR) in Q1 2021, closing a stake of 194 shares — an estimated $38K sold.

Harvest Group Wealth Management first reported a position in ICLR in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q4 2020. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 194 Icon shares in Q1 2021, an estimated $38K.
  • Harvest Group Wealth Management first reported a position in Icon in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Icon position peaked at $38K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.