RFG
ICLR icon

RFP Financial Group’s Icon ICLR Stock Holding History

RFP Financial Group’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
2024
Q1 		– Sell
-21
Closed -$5.94K – 897
2023
Q4 		$5.94K Sell
21
-35
-63% -$9.06K ﹤0.01% 510
2023
Q3 		$13.8K Hold
56
– – 0.01% 343
2023
Q2 		$14K Hold
56
– – 0.01% 368
2023
Q1 		$12K Hold
56
– – 0.01% 252
2022
Q4 		$10.9K Buy
+56
New +$11.1K ﹤0.01% 374

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RFP Financial Group's ICLR Position: Q1 2024 in Review

RFP Financial Group sold out of Icon (ICLR) in Q1 2024, closing a stake of 21 shares — an estimated $5.94K sold.

RFP Financial Group first reported a position in ICLR in Q4 2022 and held it in 5 quarters. The position peaked at $14K in Q2 2023. 648 funds tracked by Wall St. Rank hold ICLR as of Q1 2024.

  • RFP Financial Group reported no remaining Icon position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 21 Icon shares in Q1 2024, an estimated $5.94K.
  • RFP Financial Group first reported a position in Icon in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Icon position peaked at $14K in Q2 2023.
  • 648 funds tracked by Wall St. Rank held Icon as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.