SIAG
ICLR icon

Safeguard Investment Advisory Group’s Icon ICLR Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-29
Closed -$5K – 355
2020
Q4 		$5K Buy
+29
New +$5.67K ﹤0.01% 532

Other funds holding ICLR

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WCM Investment Management
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Wellington Management Group
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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

Safeguard Investment Advisory Group's ICLR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Icon (ICLR) in Q1 2021, closing a stake of 29 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in ICLR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 29 Icon shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Icon in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Icon position peaked at $5K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.