RWA
ICLR icon

Ropes Wealth Advisors’s Icon ICLR Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-33
Closed -$6K – 491
2020
Q4 		$6K Buy
+33
New +$6.45K ﹤0.01% 561
2019
Q3 		– Sell
-134
Closed -$21K – 570
2019
Q2 		$21K Buy
+134
New +$18.8K ﹤0.01% 424

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Ropes Wealth Advisors's ICLR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Icon (ICLR) in Q1 2021, closing a stake of 33 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in ICLR in Q2 2019 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 33 Icon shares in Q1 2021, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Icon in Q2 2019 and held it in 2 quarters.
  • Ropes Wealth Advisors's Icon position peaked at $21K in Q2 2019.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.