RFA
ICLR icon

Resurgent Financial Advisors’s Icon ICLR Stock Holding History

Resurgent Financial 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
2023
Q3 		– Sell
-99
Closed -$24.8K – 504
2023
Q2 		$24.8K Sell
99
-10
-9% -$2.12K 0.02% 459
2023
Q1 		$23.3K Buy
109
+6
+6% +$1.33K 0.02% 456
2022
Q4 		$20K Buy
+103
New +$20.4K 0.01% 626

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resurgent Financial Advisors's ICLR Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Icon (ICLR) in Q3 2023, closing a stake of 99 shares — an estimated $24.8K sold.

Resurgent Financial Advisors first reported a position in ICLR in Q4 2022 and held it in 3 quarters. The position peaked at $24.8K in Q2 2023. 553 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Icon position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 99 Icon shares in Q3 2023, an estimated $24.8K.
  • Resurgent Financial Advisors first reported a position in Icon in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Icon position peaked at $24.8K in Q2 2023.
  • 553 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.