KWM
ICLR icon

Kolinsky Wealth Management’s Icon ICLR Stock Holding History

Kolinsky 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
-1,142
Closed -$328K – 185
2024
Q3 		$328K Buy
1,142
+8
+0.7% +$2.52K 0.21% 109
2024
Q2 		$355K Buy
1,134
+352
+45% +$110K 0.25% 86
2024
Q1 		$263K Sell
782
-5
-0.6% -$1.47K 0.2% 111
2023
Q4 		$223K Buy
+787
New +$204K 0.2% 122
2022
Q4 		– Sell
-1,090
Closed -$200K – 131
2022
Q3 		$200K Sell
1,090
-71
-6% -$15.5K 0.25% 109
2022
Q2 		$252K Buy
1,161
+148
+15% +$33.2K 0.3% 89
2022
Q1 		$246K Buy
1,013
+49
+5% +$12.3K 0.24% 108
2021
Q4 		$299K Buy
+964
New +$270K 0.28% 98

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

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

Kolinsky Wealth Management sold out of Icon (ICLR) in Q4 2024, closing a stake of 1,142 shares — an estimated $328K sold.

Kolinsky Wealth Management first reported a position in ICLR in Q4 2021 and held it in 8 quarters. The position peaked at $355K in Q2 2024. 595 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,142 Icon shares in Q4 2024, an estimated $328K.
  • Kolinsky Wealth Management first reported a position in Icon in Q4 2021 and held it in 8 quarters.
  • Kolinsky Wealth Management's Icon position peaked at $355K in Q2 2024.
  • 595 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.