TWA
ICLR icon

TCI Wealth Advisors’s Icon ICLR Stock Holding History

TCI Wealth 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
2023
Q1 		– Sell
-10
Closed -$1.94K – 2570
2022
Q4 		$1.94K Buy
+10
New +$1.98K ﹤0.01% 1982
2019
Q4 		– Sell
-18
Closed -$3K – 1604
2019
Q3 		$3K Buy
+18
New +$2.76K ﹤0.01% 956
2018
Q4 		– Sell
-6
Closed -$1K – 1531
2018
Q3 		$1K Sell
6
-13
-68% -$1.86K ﹤0.01% 1239
2018
Q2 		$3K Buy
+19
New +$2.37K ﹤0.01% 946
2016
Q4 		– Sell
-24
Closed -$2K – 1407
2016
Q3 		$2K Buy
+24
New +$1.8K ﹤0.01% 975

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return