Icon Wealth Partners’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$320K	Sell	9,485 -99	-1%	-$3.27K	0.04%	229
2023 Q2	$320K	Sell	9,584 -789	-8%	-$25.4K	0.03%	249
2023 Q1	$337K	Buy	+10,373	New	+$311K	0.04%	243
2019 Q2	–	Sell	-1,506	Closed	-$32K	–	626
2019 Q1	$32K	Buy	+1,506	New	+$32.9K	0.01%	455
2018 Q3	–	Sell	-2,254	Closed	-$49K	–	625
2018 Q2	$49K	Buy	+2,254	New	+$49.3K	0.02%	389
2018 Q1	–	Sell	-3,111	Closed	-$74K	–	625
2017 Q4	$74K	Buy	+3,111	New	+$72.2K	0.04%	326

Other funds holding RELX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Icon Wealth Partners reduced its RELX (RELX) stake by 1% in Q3 2023, selling an estimated $3.27K and leaving 9,485 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #229.

Icon Wealth Partners first reported a position in RELX in Q4 2017 and has held it in 6 quarters since. The position peaked at $337K in Q1 2023. 347 funds tracked by Wall St. Rank hold RELX as of Q3 2023.

Icon Wealth Partners held 9,485 shares of RELX worth $320K as of Q3 2023.
Icon Wealth Partners sold 99 RELX shares in Q3 2023, an estimated $3.27K.
RELX made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #229 holding.
Icon Wealth Partners first reported a position in RELX in Q4 2017 and has held it in 6 quarters since.
Icon Wealth Partners's RELX position peaked at $337K in Q1 2023.
347 funds tracked by Wall St. Rank held RELX as of Q3 2023.

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