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 $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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return