PFS
ICLR icon

Prospera Financial Services’s Icon ICLR Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-12
Closed -$3K – 1190
2022
Q2 		$3K Sell
12
-40
-77% -$8.97K ﹤0.01% 1514
2022
Q1 		$13K Buy
+52
New +$13K ﹤0.01% 1919

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prospera Financial Services's ICLR Position: Q3 2022 in Review

Prospera Financial Services sold out of Icon (ICLR) in Q3 2022, closing a stake of 12 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in ICLR in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 485 funds tracked by Wall St. Rank hold ICLR as of Q3 2022.

  • Prospera Financial Services reported no remaining Icon position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 12 Icon shares in Q3 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in Icon in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Icon position peaked at $13K in Q1 2022.
  • 485 funds tracked by Wall St. Rank held Icon as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.