SWP
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Stratos Wealth Partners’s Icon ICLR Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-955
Closed -$232K – 1242
2022
Q1 		$232K Buy
955
+247
+35% +$61.9K 0.01% 1101
2021
Q4 		$219K Buy
+708
New +$198K ﹤0.01% 1134
2018
Q4 		– Sell
-482
Closed -$74K – 1585
2018
Q3 		$74K Buy
+482
New +$69.1K ﹤0.01% 1273
2018
Q2 		– Sell
-305
Closed -$36K – 1709
2018
Q1 		$36K Sell
305
-7
-2% -$803 ﹤0.01% 1747
2017
Q4 		$35K Buy
+312
New +$36K ﹤0.01% 1682
2017
Q1 		– Sell
-3,072
Closed -$231K – 835
2016
Q4 		$231K Buy
+3,072
New +$239K 0.01% 605

Other funds holding ICLR

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return