IWP
MEDP icon

Icon Wealth Partners’s Medpace MEDP Stock Holding History

Icon Wealth Partners’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$364K Sell
1,502
-41
-3% -$10.5K 0.04% 210
2023
Q2 		$371K Sell
1,543
-254
-14% -$52.8K 0.04% 226
2023
Q1 		$338K Buy
+1,797
New +$372K 0.04% 242
2022
Q2 		$301K Buy
+2,014
New +$292K 0.04% 243

Other funds holding MEDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Icon Wealth Partners reduced its Medpace (MEDP) stake by 2.7% in Q3 2023, selling an estimated $10.5K and leaving 1,502 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #210.

Icon Wealth Partners first reported a position in MEDP in Q2 2022 and has held it in 4 quarters since. The position peaked at $371K in Q2 2023. 488 funds tracked by Wall St. Rank hold MEDP as of Q3 2023.

  • Icon Wealth Partners held 1,502 shares of Medpace worth $364K as of Q3 2023.
  • Icon Wealth Partners sold 41 Medpace shares in Q3 2023, an estimated $10.5K.
  • Medpace made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #210 holding.
  • Icon Wealth Partners first reported a position in Medpace in Q2 2022 and has held it in 4 quarters since.
  • Icon Wealth Partners's Medpace position peaked at $371K in Q2 2023.
  • 488 funds tracked by Wall St. Rank held Medpace as of Q3 2023.

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