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Loring Wolcott & Coolidge Fiduciary Advisors’s Icon ICLR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-9
Closed -$3K – 676
2021
Q4 		$3K Sell
9
-25
-74% -$7K ﹤0.01% 678
2021
Q3 		$9K Buy
+34
New +$8.26K ﹤0.01% 604

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 $315B AUM 27.84% 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 $113B AUM 38.87% 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 $4.55B AUM 11.62% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ICLR Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Icon (ICLR) in Q1 2022, closing a stake of 9 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ICLR in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 509 funds tracked by Wall St. Rank hold ICLR as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Icon position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 9 Icon shares in Q1 2022, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Icon in Q3 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Icon position peaked at $9K in Q3 2021.
  • 509 funds tracked by Wall St. Rank held Icon as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.