Icon Wealth Partners’s Amcor AMCR Stock Holding History

Icon Wealth Partners’s Portfolio AMCR Stock Details AMCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$139K	Sell	3,034 -160	-5%	-$7.71K	0.02%	333
2023 Q2	$159K	Sell	3,194 -69	-2%	-$3.6K	0.02%	345
2023 Q1	$186K	Buy	+3,263	New	+$187K	0.02%	325
2022 Q2	$182K	Buy	2,925 +870	+42%	+$53.8K	0.02%	291
2022 Q1	$116K	Buy	+2,055	New	+$120K	0.01%	329
2020 Q1	–	Sell	-3,133	Closed	-$170K	–	154
2019 Q4	$170K	Sell	3,133 -91	-3%	-$4.56K	0.05%	170
2019 Q3	$157K	Buy	3,224 +1,034	+47%	+$53.4K	0.05%	159
2019 Q2	$126K	Buy	+2,190	New	+$122K	0.04%	161

Other funds holding AMCR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Icon Wealth Partners's AMCR Position: Q3 2023 in Review

Icon Wealth Partners reduced its Amcor (AMCR) stake by 5% in Q3 2023, selling an estimated $7.71K and leaving 3,034 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #333.

Icon Wealth Partners first reported a position in AMCR in Q2 2019 and has held it in 8 quarters since. The position peaked at $186K in Q1 2023. 566 funds tracked by Wall St. Rank hold AMCR as of Q3 2023.

Icon Wealth Partners held 3,034 shares of Amcor worth $139K as of Q3 2023.
Icon Wealth Partners sold 160 Amcor shares in Q3 2023, an estimated $7.71K.
Amcor made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #333 holding.
Icon Wealth Partners first reported a position in Amcor in Q2 2019 and has held it in 8 quarters since.
Icon Wealth Partners's Amcor position peaked at $186K in Q1 2023.
566 funds tracked by Wall St. Rank held Amcor as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.