IWM
ICLR icon

IHT Wealth Management’s Icon ICLR Stock Holding History

IHT Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-853
Closed -$244K – 1139
2024
Q3 		$244K Buy
+853
New +$269K 0.01% 1000
2018
Q2 		– Sell
-166
Closed -$19K – 856
2018
Q1 		$19K Hold
166
– – 0.01% 999
2017
Q4 		$19K Hold
166
– – 0.01% 1002
2017
Q3 		$19K Hold
166
– – 0.01% 792
2017
Q2 		$223K Buy
166
+24
+17% +$2.12K 0.11% 212
2017
Q1 		$11K Buy
+142
New +$11.6K 0.01% 809

Other funds holding ICLR

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IHT Wealth Management's ICLR Position: Q4 2024 in Review

IHT Wealth Management sold out of Icon (ICLR) in Q4 2024, closing a stake of 853 shares — an estimated $244K sold.

IHT Wealth Management first reported a position in ICLR in Q1 2017 and held it in 6 quarters. The position peaked at $244K in Q3 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • IHT Wealth Management reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 853 Icon shares in Q4 2024, an estimated $244K.
  • IHT Wealth Management first reported a position in Icon in Q1 2017 and held it in 6 quarters.
  • IHT Wealth Management's Icon position peaked at $244K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.