PIAS
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PCA Investment Advisory Services’s Icon ICLR Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-370
Closed -$92.6K – 252
2023
Q2 		$92.6K Buy
+370
New +$78.6K 0.06% 203

Other funds holding ICLR

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Massachusetts Financial Services
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCA Investment Advisory Services's ICLR Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Icon (ICLR) in Q3 2023, closing a stake of 370 shares — an estimated $92.6K sold.

PCA Investment Advisory Services first reported a position in ICLR in Q2 2023 and held it in 1 quarter. The position peaked at $92.6K in Q2 2023. 553 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Icon position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 370 Icon shares in Q3 2023, an estimated $92.6K.
  • PCA Investment Advisory Services first reported a position in Icon in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Icon position peaked at $92.6K in Q2 2023.
  • 553 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.