RIA
ICLR icon

Realta Investment Advisors’s Icon ICLR Stock Holding History

Realta 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
2020
Q1 		– Sell
-6
Closed -$1K – 794
2019
Q4 		$1K Sell
6
-25
-81% -$3.86K ﹤0.01% 1536
2019
Q3 		$5K Hold
31
– – ﹤0.01% 1319
2019
Q2 		$5K Buy
31
+6
+24% +$841 ﹤0.01% 1365
2019
Q1 		$3K Buy
+25
New +$3.41K ﹤0.01% 1158

Other funds holding ICLR

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's ICLR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Icon (ICLR) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in ICLR in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 369 funds tracked by Wall St. Rank hold ICLR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Icon position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 6 Icon shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in Icon in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Icon position peaked at $5K in Q3 2019.
  • 369 funds tracked by Wall St. Rank held Icon as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.