SWA
ICON

Sutton Wealth Advisors’s Iconix Brand Group, Inc. ICON Stock Holding History

Sutton Wealth Advisors’s Portfolio ICON Stock Details ICON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-91
Closed -$5.18K – 1126
2017
Q3 		$5.18K Buy
91
+2
+2% +$119 ﹤0.01% 871
2017
Q2 		$6.16K Sell
89
-55
-38% -$3.74K ﹤0.01% 843
2017
Q1 		$10.8K Buy
144
+55
+62% +$4.85K 0.01% 691
2016
Q4 		$8.32K Hold
89
– – 0.01% 739
2016
Q3 		$7.24K Hold
89
– – 0.01% 753
2016
Q2 		$6.02K Hold
89
– – 0.01% 744
2016
Q1 		$7.17K Buy
+89
New +$6.45K 0.01% 669

Other funds holding ICON

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Pomelo Capital New York $1.04B AUM 1.25% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's ICON Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of Iconix Brand Group, Inc. (ICON) in Q4 2017, closing a stake of 91 shares — an estimated $5.18K sold.

Sutton Wealth Advisors first reported a position in ICON in Q1 2016 and held it in 7 quarters. The position peaked at $10.8K in Q1 2017. 102 funds tracked by Wall St. Rank hold ICON as of Q4 2017.

  • Sutton Wealth Advisors reported no remaining Iconix Brand Group, Inc. position as of Q4 2017 after selling out during the quarter.
  • Sutton Wealth Advisors sold 91 Iconix Brand Group, Inc. shares in Q4 2017, an estimated $5.18K.
  • Sutton Wealth Advisors first reported a position in Iconix Brand Group, Inc. in Q1 2016 and held it in 7 quarters.
  • Sutton Wealth Advisors's Iconix Brand Group, Inc. position peaked at $10.8K in Q1 2017.
  • 102 funds tracked by Wall St. Rank held Iconix Brand Group, Inc. as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.