LWM
ICLR icon

Lionsbridge Wealth Management’s Icon ICLR Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-7
Closed -$1K – 160
2019
Q4 		$1K Buy
+7
New +$1.08K ﹤0.01% 218

Other funds holding ICLR

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ClearBridge Investments
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lionsbridge Wealth Management's ICLR Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Icon (ICLR) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in ICLR in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 368 funds tracked by Wall St. Rank hold ICLR as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Icon position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 7 Icon shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Icon in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Icon position peaked at $1K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Icon as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.