SeaCrest Wealth Management’s Icon ICLR Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-207	Closed	-$45K	–	1017
2022 Q2	$45K	Buy	+207	New	+$46.4K	0.01%	1165
2019 Q2	–	Sell	-217	Closed	-$30K	–	1117
2019 Q1	$30K	Sell	217 -118	-35%	-$16.1K	0.01%	1116
2018 Q4	$43K	Sell	335 -113	-25%	-$15.6K	0.01%	954
2018 Q3	$69K	Sell	448 -1	-0.2%	-$143	0.01%	883
2018 Q2	$60K	Hold	449	–	–	0.01%	905
2018 Q1	$53K	Buy	+449	New	+$51.5K	0.01%	928

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Wellington Management Group

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Lazard Asset Management

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Boston Partners

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American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return