JWM
ICLR icon

Janiczek Wealth Management’s Icon ICLR Stock Holding History

Janiczek 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
Q2 		$2.82K Hold
9
– – ﹤0.01% 814
2024
Q1 		$3.02K Hold
9
– – ﹤0.01% 822
2023
Q4 		$2.55K Hold
9
– – ﹤0.01% 829
2023
Q3 		$2.22K Buy
+9
New +$2.27K ﹤0.01% 821
2020
Q3 		– Sell
-10
Closed -$2K – 680
2020
Q2 		$2K Buy
+10
New +$1.58K ﹤0.01% 284

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's ICLR Position: Q2 2024 in Review

Janiczek Wealth Management held its Icon (ICLR) position steady in Q2 2024 at 9 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Janiczek Wealth Management first reported a position in ICLR in Q2 2020 and has held it in 5 quarters since. The position peaked at $3.02K in Q1 2024. 673 funds tracked by Wall St. Rank hold ICLR as of Q2 2024.

  • Janiczek Wealth Management held 9 shares of Icon worth $2.82K as of Q2 2024.
  • Janiczek Wealth Management left its Icon share count unchanged in Q2 2024.
  • Icon made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #814 holding.
  • Janiczek Wealth Management first reported a position in Icon in Q2 2020 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Icon position peaked at $3.02K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Icon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.