JSW
ICLR icon

Journey Strategic Wealth’s Icon ICLR Stock Holding History

Journey Strategic Wealth’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
-726
Closed -$209K – 532
2024
Q3 		$209K Buy
726
+3
+0.4% +$946 0.01% 461
2024
Q2 		$227K Buy
723
+86
+14% +$27K 0.01% 332
2024
Q1 		$214K Buy
+637
New +$188K 0.01% 270
2022
Q1 		– Sell
-1,025
Closed -$317K – 202
2021
Q4 		$317K Buy
+1,025
New +$287K 0.03% 116

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

Journey Strategic Wealth's ICLR Position: Q4 2024 in Review

Journey Strategic Wealth sold out of Icon (ICLR) in Q4 2024, closing a stake of 726 shares — an estimated $209K sold.

Journey Strategic Wealth first reported a position in ICLR in Q4 2021 and held it in 4 quarters. The position peaked at $317K in Q4 2021. 595 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Journey Strategic Wealth reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 726 Icon shares in Q4 2024, an estimated $209K.
  • Journey Strategic Wealth first reported a position in Icon in Q4 2021 and held it in 4 quarters.
  • Journey Strategic Wealth's Icon position peaked at $317K in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.