SW
ICLR icon

Simplicity Wealth’s Icon ICLR Stock Holding History

Simplicity Wealth’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
-700
Closed -$201K – 428
2024
Q3 		$201K Sell
700
-16,400
-96% -$5.17M 0.02% 478
2024
Q2 		$5.36M Sell
17,100
-18
-0.1% -$5.64K 0.12% 170
2024
Q1 		$5.75M Buy
+17,118
New +$5.05M 0.14% 151

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

Simplicity Wealth's ICLR Position: Q4 2024 in Review

Simplicity Wealth sold out of Icon (ICLR) in Q4 2024, closing a stake of 700 shares — an estimated $201K sold.

Simplicity Wealth first reported a position in ICLR in Q1 2024 and held it in 3 quarters. The position peaked at $5.75M in Q1 2024. 595 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • Simplicity Wealth reported no remaining Icon position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 700 Icon shares in Q4 2024, an estimated $201K.
  • Simplicity Wealth first reported a position in Icon in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Icon position peaked at $5.75M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.