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Livelsberger Financial Advisory’s Icon ICLR Stock Holding History

Livelsberger Financial Advisory’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
Q1 		– Sell
-102
Closed -$28.9K – 95
2023
Q4 		$28.9K Buy
+102
New +$26.4K 0.03% 194

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Livelsberger Financial Advisory's ICLR Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Icon (ICLR) in Q1 2024, closing a stake of 102 shares — an estimated $28.9K sold.

Livelsberger Financial Advisory first reported a position in ICLR in Q4 2023 and held it in 1 quarter. The position peaked at $28.9K in Q4 2023. 646 funds tracked by Wall St. Rank hold ICLR as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Icon position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 102 Icon shares in Q1 2024, an estimated $28.9K.
  • Livelsberger Financial Advisory first reported a position in Icon in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Icon position peaked at $28.9K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Icon as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.