Prime Capital Investment Advisors
ICLR icon

Prime Capital Investment Advisors’s Icon ICLR Stock Holding History

Prime Capital Investment 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
2024
Q4 		– Sell
-1,076
Closed -$309K – 948
2024
Q3 		$309K Sell
1,076
-390
-27% -$123K ﹤0.01% 721
2024
Q2 		$460K Sell
1,466
-38
-3% -$11.9K 0.01% 595
2024
Q1 		$505K Buy
1,504
+34
+2% +$10K 0.01% 613
2023
Q4 		$416K Buy
+1,470
New +$380K 0.01% 625
2019
Q2 		– Sell
-117
Closed -$16K – 369
2019
Q1 		$16K Buy
117
+55
+89% +$7.5K ﹤0.01% 247
2018
Q4 		$8K Buy
+62
New +$8.56K ﹤0.01% 286

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Prime Capital Investment Advisors's ICLR Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of Icon (ICLR) in Q4 2024, closing a stake of 1,076 shares — an estimated $309K sold.

Prime Capital Investment Advisors first reported a position in ICLR in Q4 2018 and held it in 6 quarters. The position peaked at $505K in Q1 2024. 597 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Prime Capital Investment Advisors reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,076 Icon shares in Q4 2024, an estimated $309K.
  • Prime Capital Investment Advisors first reported a position in Icon in Q4 2018 and held it in 6 quarters.
  • Prime Capital Investment Advisors's Icon position peaked at $505K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.