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Plante Moran Financial Advisors’s Icon ICLR Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-4
Closed -$1K – 1046
2020
Q4 		$1K Buy
+4
New +$782 ﹤0.01% 828
2020
Q2 		– Sell
-22
Closed -$3K – 798
2020
Q1 		$3K Buy
+22
New +$3.52K ﹤0.01% 622
2018
Q4 		– Sell
-19
Closed -$3K – 926
2018
Q3 		$3K Buy
+19
New +$2.72K ﹤0.01% 646
2015
Q3 		– Sell
-10
Closed -$1K – 730
2015
Q2 		$1K Hold
10
– – ﹤0.01% 701
2015
Q1 		$1K Hold
10
– – ﹤0.01% 694
2014
Q4 		$1K Hold
10
– – ﹤0.01% 782
2014
Q3 		$1K Hold
10
– – ﹤0.01% 769
2014
Q2 		$0 Buy
+10
New +$432 ﹤0.01% 841

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Plante Moran Financial Advisors's ICLR Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Icon (ICLR) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ICLR in Q2 2014 and held it in 8 quarters. The position peaked at $3K in Q1 2020. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 4 Icon shares in Q1 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Icon in Q2 2014 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Icon position peaked at $3K in Q1 2020.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.