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Robertson Stephens Wealth Management’s Icon ICLR Stock Holding History

Robertson Stephens 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
2024
Q4 		– Sell
-1,180
Closed -$339K – 602
2024
Q3 		$339K Buy
+1,180
New +$372K 0.01% 503

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Robertson Stephens Wealth Management's ICLR Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Icon (ICLR) in Q4 2024, closing a stake of 1,180 shares — an estimated $339K sold.

Robertson Stephens Wealth Management first reported a position in ICLR in Q3 2024 and held it in 1 quarter. The position peaked at $339K in Q3 2024. 596 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,180 Icon shares in Q4 2024, an estimated $339K.
  • Robertson Stephens Wealth Management first reported a position in Icon in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Icon position peaked at $339K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.