IWP
STE icon

Icon Wealth Partners’s Steris STE Stock Holding History

Icon Wealth Partners’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-645
Closed -$83K – 684
2019
Q1 		$83K Buy
+645
New +$75.9K 0.03% 264
2018
Q3 		– Sell
-734
Closed -$77K – 662
2018
Q2 		$77K Buy
+734
New +$73.8K 0.03% 292
2018
Q1 		– Sell
-608
Closed -$53K – 658
2017
Q4 		$53K Buy
+608
New +$54.2K 0.03% 404

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Wealth Partners's STE Position: Q2 2019 in Review

Icon Wealth Partners sold out of Steris (STE) in Q2 2019, closing a stake of 645 shares — an estimated $83K sold.

Icon Wealth Partners first reported a position in STE in Q4 2017 and held it in 3 quarters. The position peaked at $83K in Q1 2019. 458 funds tracked by Wall St. Rank hold STE as of Q2 2019.

  • Icon Wealth Partners reported no remaining Steris position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 645 Steris shares in Q2 2019, an estimated $83K.
  • Icon Wealth Partners first reported a position in Steris in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Steris position peaked at $83K in Q1 2019.
  • 458 funds tracked by Wall St. Rank held Steris as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.