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

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Purus Wealth Management's ICLR Position: Q1 2025 in Review

Purus Wealth Management sold out of Icon (ICLR) in Q1 2025, closing a stake of 970 shares — an estimated $203K sold.

Purus Wealth Management first reported a position in ICLR in Q3 2021 and held it in 14 quarters. The position peaked at $736K in Q1 2024. 561 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

Purus Wealth Management reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
Purus Wealth Management sold 970 Icon shares in Q1 2025, an estimated $203K.
Purus Wealth Management first reported a position in Icon in Q3 2021 and held it in 14 quarters.
Purus Wealth Management's Icon position peaked at $736K in Q1 2024.
561 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Purus Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.