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	–	1527
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	–	1406
2016 Q3	$2K	Buy	+24	New	+$1.8K	﹤0.01%	975

Other funds holding ICLR

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TCI Wealth Advisors's ICLR Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Icon (ICLR) in Q1 2023, closing a stake of 10 shares — an estimated $1.94K sold.

TCI Wealth Advisors first reported a position in ICLR in Q3 2016 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

TCI Wealth Advisors reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 10 Icon shares in Q1 2023, an estimated $1.94K.
TCI Wealth Advisors first reported a position in Icon in Q3 2016 and held it in 5 quarters.
TCI Wealth Advisors's Icon position peaked at $3K in Q3 2019.
533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.