IWP
DH icon

Icon Wealth Partners’s Definitive Healthcare DH Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-10,977
Closed -$121K – 403
2023
Q2 		$121K Sell
10,977
-1,535
-12% -$15.8K 0.01% 377
2023
Q1 		$129K Buy
+12,512
New +$147K 0.01% 367
2022
Q2 		$334K Buy
+14,581
New +$312K 0.04% 232

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 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 $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Icon Wealth Partners sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 10,977 shares — an estimated $121K sold.

Icon Wealth Partners first reported a position in DH in Q2 2022 and held it in 3 quarters. The position peaked at $334K in Q2 2022. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • Icon Wealth Partners reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 10,977 Definitive Healthcare shares in Q3 2023, an estimated $121K.
  • Icon Wealth Partners first reported a position in Definitive Healthcare in Q2 2022 and held it in 3 quarters.
  • Icon Wealth Partners's Definitive Healthcare position peaked at $334K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

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