PWM
ICLR icon

Purus Wealth Management’s Icon ICLR Stock Holding History

Purus Wealth Management’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
2025
Q1 		– Sell
-970
Closed -$203K – 122
2024
Q4 		$203K Sell
970
-1,221
-56% -$285K 0.08% 120
2024
Q3 		$629K Hold
2,191
– – 0.27% 57
2024
Q2 		$687K Hold
2,191
– – 0.3% 53
2024
Q1 		$736K Hold
2,191
– – 0.36% 50
2023
Q4 		$620K Sell
2,191
-74
-3% -$19.1K 0.36% 54
2023
Q3 		$558K Sell
2,265
-4
-0.2% -$1.01K 0.38% 54
2023
Q2 		$568K Sell
2,269
-8
-0.4% -$1.7K 0.37% 56
2023
Q1 		$486K Hold
2,277
– – 0.38% 60
2022
Q4 		$442K Sell
2,277
-4
-0.2% -$793 0.4% 60
2022
Q3 		$419K Hold
2,281
– – 0.39% 62
2022
Q2 		$494K Hold
2,281
– – 0.44% 59
2022
Q1 		$555K Sell
2,281
-10
-0.4% -$2.51K 0.38% 63
2021
Q4 		$710K Hold
2,291
– – 0.45% 58
2021
Q3 		$600K Buy
+2,291
New +$557K 0.41% 51

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Wellington Management Group
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Massachusetts Financial Services
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return