IBEX Wealth Advisors’s Icon ICLR Stock Holding History

IBEX Wealth 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	-6,500	Closed	-$2.04M	–	166
2024 Q2	$2.04M	Buy	+6,500	New	+$2.04M	0.32%	70

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's ICLR Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Icon (ICLR) in Q3 2024, closing a stake of 6,500 shares — an estimated $2.04M sold.

IBEX Wealth Advisors first reported a position in ICLR in Q2 2024 and held it in 1 quarter. The position peaked at $2.04M in Q2 2024. 661 funds tracked by Wall St. Rank hold ICLR as of Q3 2024.

IBEX Wealth Advisors reported no remaining Icon position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 6,500 Icon shares in Q3 2024, an estimated $2.04M.
IBEX Wealth Advisors first reported a position in Icon in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Icon position peaked at $2.04M in Q2 2024.
661 funds tracked by Wall St. Rank held Icon as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.