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Opal Wealth Advisors’s Icon ICLR Stock Holding History

Opal Wealth 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
2025
Q2 		– Sell
-666
Closed -$117K – 579
2025
Q1 		$117K Buy
+666
New +$129K 0.04% 252
2024
Q3 		– Sell
-540
Closed -$169K – 644
2024
Q2 		$169K Sell
540
-60
-10% -$18.8K 0.05% 203
2024
Q1 		$202K Buy
+600
New +$177K 0.07% 169
2022
Q1 		– Sell
-697
Closed -$216K – 114
2021
Q4 		$216K Buy
+697
New +$195K 0.14% 113

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Wellington Management Group
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Invesco
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return