Sheaff Brock Investment Advisors’s Icon ICLR Stock Holding History

Sheaff Brock Investment 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
2024 Q4	–	Sell	-740	Closed	-$213K	–	467
2024 Q3	$213K	Hold	740	–	–	0.02%	389
2024 Q2	$232K	Hold	740	–	–	0.02%	363
2024 Q1	$249K	Hold	740	–	–	0.02%	396
2023 Q4	$209K	Buy	+740	New	+$191K	0.02%	410
2023 Q3	–	Sell	-940	Closed	-$235K	–	475
2023 Q2	$235K	Hold	940	–	–	0.02%	395
2023 Q1	$201K	Buy	+940	New	+$209K	0.02%	438
2022 Q3	–	Sell	-940	Closed	-$204K	–	509
2022 Q2	$204K	Hold	940	–	–	0.02%	418
2022 Q1	$229K	Hold	940	–	–	0.02%	439
2021 Q4	$291K	Buy	+940	New	+$263K	0.02%	392
2018 Q2	–	Sell	-2,040	Closed	-$241K	–	560
2018 Q1	$241K	Hold	2,040	–	–	0.02%	413
2017 Q4	$229K	Sell	2,040 -90	-4%	-$10.4K	0.03%	425
2017 Q3	$243K	Hold	2,130	–	–	0.03%	416
2017 Q2	$208K	Buy	+2,130	New	+$188K	0.03%	498

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's ICLR Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Icon (ICLR) in Q4 2024, closing a stake of 740 shares — an estimated $213K sold.

Sheaff Brock Investment Advisors first reported a position in ICLR in Q2 2017 and held it in 13 quarters. The position peaked at $291K in Q4 2021. 594 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

Sheaff Brock Investment Advisors reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 740 Icon shares in Q4 2024, an estimated $213K.
Sheaff Brock Investment Advisors first reported a position in Icon in Q2 2017 and held it in 13 quarters.
Sheaff Brock Investment Advisors's Icon position peaked at $291K in Q4 2021.
594 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.