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Mount Yale Investment Advisors’s ICF International ICFI Stock Holding History

Mount Yale Investment Advisors’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,060
Closed -$249K – 520
2023
Q3 		$249K Sell
2,060
-50
-2% -$6.24K 0.03% 425
2023
Q2 		$262K Sell
2,110
-156
-7% -$18K 0.03% 419
2023
Q1 		$249K Sell
2,266
-107
-5% -$11.1K 0.03% 422
2022
Q4 		$235K Sell
2,373
-724
-23% -$78.9K 0.03% 410
2022
Q3 		$338K Sell
3,097
-16
-0.5% -$1.61K 0.04% 321
2022
Q2 		$296K Buy
3,113
+735
+31% +$71.3K 0.04% 357
2022
Q1 		$224K Sell
2,378
-53
-2% -$4.97K 0.02% 426
2021
Q4 		$249K Sell
2,431
-43
-2% -$4.33K 0.03% 409
2021
Q3 		$221K Buy
+2,474
New +$225K 0.03% 428
2021
Q2 		– Sell
-2,567
Closed -$224K – 433
2021
Q1 		$224K Buy
+2,567
New +$215K 0.03% 384

Other funds holding ICFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mount Yale Investment Advisors's ICFI Position: Q4 2023 in Review

Mount Yale Investment Advisors sold out of ICF International (ICFI) in Q4 2023, closing a stake of 2,060 shares — an estimated $249K sold.

Mount Yale Investment Advisors first reported a position in ICFI in Q1 2021 and held it in 10 quarters. The position peaked at $338K in Q3 2022. 248 funds tracked by Wall St. Rank hold ICFI as of Q4 2023.

  • Mount Yale Investment Advisors reported no remaining ICF International position as of Q4 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,060 ICF International shares in Q4 2023, an estimated $249K.
  • Mount Yale Investment Advisors first reported a position in ICF International in Q1 2021 and held it in 10 quarters.
  • Mount Yale Investment Advisors's ICF International position peaked at $338K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held ICF International as of Q4 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.