RIA
ICLR icon

Regal Investment Advisors’s Icon ICLR Stock Holding History

Regal 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
2022
Q2 		– Sell
-921
Closed -$224K – 523
2022
Q1 		$224K Sell
921
-584
-39% -$146K 0.02% 478
2021
Q4 		$466K Buy
1,505
+575
+62% +$161K 0.04% 343
2021
Q3 		$244K Sell
930
-348
-27% -$84.6K 0.02% 466
2021
Q2 		$264K Buy
+1,278
New +$276K 0.03% 446
2021
Q1 		– Sell
-1,070
Closed -$209K – 214
2020
Q4 		$209K Buy
+1,070
New +$209K 0.02% 442
2016
Q1 		– Sell
-2,816
Closed -$218K – 267
2015
Q4 		$218K Sell
2,816
-3
-0.1% -$214 0.06% 234
2015
Q3 		$200K Sell
2,819
-894
-24% -$67.3K 0.05% 228
2015
Q2 		$249K Sell
3,713
-1,088
-23% -$73.4K 0.07% 215
2015
Q1 		$339K Sell
4,801
-387
-7% -$24K 0.08% 188
2014
Q4 		$265K Buy
5,188
+1,222
+31% +$65.9K 0.07% 188
2014
Q3 		$227K Buy
3,966
+2,696
+212% +$139K 0.07% 211
2014
Q2 		$60K Buy
+1,270
New +$54.8K 0.02% 352

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Regal Investment Advisors's ICLR Position: Q2 2022 in Review

Regal Investment Advisors sold out of Icon (ICLR) in Q2 2022, closing a stake of 921 shares — an estimated $224K sold.

Regal Investment Advisors first reported a position in ICLR in Q2 2014 and held it in 12 quarters. The position peaked at $466K in Q4 2021. 505 funds tracked by Wall St. Rank hold ICLR as of Q2 2022.

  • Regal Investment Advisors reported no remaining Icon position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 921 Icon shares in Q2 2022, an estimated $224K.
  • Regal Investment Advisors first reported a position in Icon in Q2 2014 and held it in 12 quarters.
  • Regal Investment Advisors's Icon position peaked at $466K in Q4 2021.
  • 505 funds tracked by Wall St. Rank held Icon as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.