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Patriot Financial Group Insurance Agency’s Icon ICLR Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-18
Closed -$3K – 1909
2020
Q3 		$3K Hold
18
– – ﹤0.01% 1365
2020
Q2 		$3K Hold
18
– – ﹤0.01% 1307
2020
Q1 		$2K Buy
+18
New +$2.88K ﹤0.01% 1302

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CGI
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Renaissance Technologies
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ICLR Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Icon (ICLR) in Q4 2020, closing a stake of 18 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ICLR in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 422 funds tracked by Wall St. Rank hold ICLR as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Icon position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 18 Icon shares in Q4 2020, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Icon in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Icon position peaked at $3K in Q3 2020.
  • 422 funds tracked by Wall St. Rank held Icon as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.