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ICLR icon

Legacy Financial Advisors’s Icon ICLR Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-70
Closed -$10K – 473
2019
Q1 		$10K Hold
70
– – ﹤0.01% 612
2018
Q4 		$9K Hold
70
– – ﹤0.01% 591
2018
Q3 		$10K Hold
70
– – ﹤0.01% 519
2018
Q2 		$10K Hold
70
– – ﹤0.01% 523
2018
Q1 		$8K Hold
70
– – ﹤0.01% 533
2017
Q4 		$7K Buy
+70
New +$8.07K ﹤0.01% 570

Other funds holding ICLR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legacy Financial Advisors's ICLR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Icon (ICLR) in Q2 2019, closing a stake of 70 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in ICLR in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2019. 342 funds tracked by Wall St. Rank hold ICLR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Icon position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 70 Icon shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Icon in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Icon position peaked at $10K in Q1 2019.
  • 342 funds tracked by Wall St. Rank held Icon as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.