KWM
ICLR icon

Kingsview Wealth Management’s Icon ICLR Stock Holding History

Kingsview 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
-705
Closed -$203K – 1144
2024
Q3 		$203K Buy
705
+1
+0.1% +$315 ﹤0.01% 1037
2024
Q2 		$221K Buy
704
+9
+1% +$2.82K 0.01% 951
2024
Q1 		$233K Sell
695
-49
-7% -$14.4K 0.01% 914
2023
Q4 		$211K Buy
+744
New +$193K 0.01% 888
2022
Q4 		– Sell
-1,106
Closed -$203K – 869
2022
Q3 		$203K Sell
1,106
-146
-12% -$31.8K 0.01% 759
2022
Q2 		$271K Sell
1,252
-396
-24% -$88.8K 0.01% 691
2022
Q1 		$401K Buy
1,648
+318
+24% +$79.7K 0.02% 624
2021
Q4 		$412K Sell
1,330
-272
-17% -$76.1K 0.02% 631
2021
Q3 		$420K Buy
1,602
+324
+25% +$78.7K 0.02% 598
2021
Q2 		$276K Hold
1,278
– – 0.01% 720
2021
Q1 		$259K Buy
1,278
+10
+0.8% +$1.97K 0.01% 688
2020
Q4 		$247K Buy
1,268
+150
+13% +$29.3K 0.02% 593
2020
Q3 		$214K Buy
+1,118
New +$206K 0.02% 567
2020
Q2 		– Sell
-1,538
Closed -$209K – 631
2020
Q1 		$209K Sell
1,538
-145
-9% -$23.2K 0.03% 416
2019
Q4 		$290K Hold
1,683
– – 0.04% 370
2019
Q3 		$248K Sell
1,683
-205
-11% -$31.5K 0.04% 369
2019
Q2 		$291K Buy
1,888
+51
+3% +$7.15K 0.05% 327
2019
Q1 		$251K Buy
+1,837
New +$250K 0.04% 389

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

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

Kingsview Wealth Management sold out of Icon (ICLR) in Q4 2024, closing a stake of 705 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in ICLR in Q1 2019 and held it in 18 quarters. The position peaked at $420K in Q3 2021. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 705 Icon shares in Q4 2024, an estimated $203K.
  • Kingsview Wealth Management first reported a position in Icon in Q1 2019 and held it in 18 quarters.
  • Kingsview Wealth Management's Icon position peaked at $420K in Q3 2021.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.