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 $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