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ICLR icon

Parisi Gray Wealth Management’s Icon ICLR Stock Holding History

Parisi Gray 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
2018
Q1 		– Sell
-78
Closed -$9K – 628
2017
Q4 		$9K Buy
+78
New +$8.99K 0.01% 468

Other funds holding ICLR

WCM Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Parisi Gray Wealth Management's ICLR Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Icon (ICLR) in Q1 2018, closing a stake of 78 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in ICLR in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 331 funds tracked by Wall St. Rank hold ICLR as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Icon position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 78 Icon shares in Q1 2018, an estimated $9K.
  • Parisi Gray Wealth Management first reported a position in Icon in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Icon position peaked at $9K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held Icon as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.