RDWM
ICLR icon

Red Door Wealth Management’s Icon ICLR Stock Holding History

Red Door 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
2021
Q3 		– Sell
-327
Closed -$67K – 363
2021
Q2 		$67K Buy
+327
New +$70.6K 0.03% 232

Other funds holding ICLR

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Wellington Management Group
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CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Red Door Wealth Management's ICLR Position: Q3 2021 in Review

Red Door Wealth Management sold out of Icon (ICLR) in Q3 2021, closing a stake of 327 shares — an estimated $67K sold.

Red Door Wealth Management first reported a position in ICLR in Q2 2021 and held it in 1 quarter. The position peaked at $67K in Q2 2021. 508 funds tracked by Wall St. Rank hold ICLR as of Q3 2021.

  • Red Door Wealth Management reported no remaining Icon position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 327 Icon shares in Q3 2021, an estimated $67K.
  • Red Door Wealth Management first reported a position in Icon in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Icon position peaked at $67K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held Icon as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.