LSPW
ICLR icon

Lake Street Private Wealth’s Icon ICLR Stock Holding History

Lake Street Private 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
2022
Q1 		– Sell
-1,061
Closed -$329K – 334
2021
Q4 		$329K Buy
+1,061
New +$297K 0.06% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lake Street Private Wealth's ICLR Position: Q1 2022 in Review

Lake Street Private Wealth sold out of Icon (ICLR) in Q1 2022, closing a stake of 1,061 shares — an estimated $329K sold.

Lake Street Private Wealth first reported a position in ICLR in Q4 2021 and held it in 1 quarter. The position peaked at $329K in Q4 2021. 509 funds tracked by Wall St. Rank hold ICLR as of Q1 2022.

  • Lake Street Private Wealth reported no remaining Icon position as of Q1 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,061 Icon shares in Q1 2022, an estimated $329K.
  • Lake Street Private Wealth first reported a position in Icon in Q4 2021 and held it in 1 quarter.
  • Lake Street Private Wealth's Icon position peaked at $329K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Icon as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.