OneAscent Wealth Management’s Icon ICLR Stock Holding History

OneAscent 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
2021 Q1	$205K	Buy	+1,044	New	+$206K	0.09%	200

Other funds holding ICLR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

OneAscent Wealth Management's ICLR Position: Q1 2021 in Review

OneAscent Wealth Management opened a new position in Icon (ICLR) in Q1 2021: 1,044 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #200 among its holdings.

424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

OneAscent Wealth Management held 1,044 shares of Icon worth $205K as of Q1 2021.
Icon was a new OneAscent Wealth Management position in Q1 2021.
Icon made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2021, its #200 holding.
424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.