IWA
DH icon

Icon Wealth Advisors’s Definitive Healthcare DH Stock Holding History

Icon Wealth Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$142K Sell
12,915
-977
-7% -$12.6K 0.02% 318
2022
Q3 		$216K Buy
+13,892
New +$306K 0.03% 285

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Icon Wealth Advisors's DH Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Definitive Healthcare (DH) stake by 7% in Q4 2022, selling an estimated $12.6K and leaving 12,915 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #318.

Icon Wealth Advisors first reported a position in DH in Q3 2022 and has held it in 2 quarters since. The position peaked at $216K in Q3 2022. 137 funds tracked by Wall St. Rank hold DH as of Q4 2022.

  • Icon Wealth Advisors held 12,915 shares of Definitive Healthcare worth $142K as of Q4 2022.
  • Icon Wealth Advisors sold 977 Definitive Healthcare shares in Q4 2022, an estimated $12.6K.
  • Definitive Healthcare made up 0.02% of Icon Wealth Advisors's portfolio in Q4 2022, its #318 holding.
  • Icon Wealth Advisors first reported a position in Definitive Healthcare in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's Definitive Healthcare position peaked at $216K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.