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ICLR icon

Lumature Wealth Partners’s Icon ICLR Stock Holding History

Lumature Wealth Partners’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
Q2 		– Sell
-22
Closed -$5K – 421
2022
Q1 		$5K Sell
22
-4
-15% -$1K ﹤0.01% 376
2021
Q4 		$8K Hold
26
– – ﹤0.01% 349
2021
Q3 		$7K Hold
26
– – ﹤0.01% 359
2021
Q2 		$5K Sell
26
-23
-47% -$4.96K ﹤0.01% 326
2021
Q1 		$10K Buy
+49
New +$9.67K 0.01% 288

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Lumature Wealth Partners's ICLR Position: Q2 2022 in Review

Lumature Wealth Partners sold out of Icon (ICLR) in Q2 2022, closing a stake of 22 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in ICLR in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2021. 505 funds tracked by Wall St. Rank hold ICLR as of Q2 2022.

  • Lumature Wealth Partners reported no remaining Icon position as of Q2 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 22 Icon shares in Q2 2022, an estimated $5K.
  • Lumature Wealth Partners first reported a position in Icon in Q1 2021 and held it in 5 quarters.
  • Lumature Wealth Partners's Icon position peaked at $10K in Q1 2021.
  • 505 funds tracked by Wall St. Rank held Icon as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.