TAIM
ICLR icon

TD Ameritrade Investment Management’s Icon ICLR Stock Holding History

TD Ameritrade Investment Management’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
Q2 		– Sell
-3
Closed -$1K – 565
2023
Q1 		$1K Sell
3
-4
-57% -$890 ﹤0.01% 552
2022
Q4 		$1K Sell
7
-11
-61% -$2.18K ﹤0.01% 551
2022
Q3 		$3K Hold
18
– – ﹤0.01% 467
2022
Q2 		$4K Sell
18
-24
-57% -$5.38K ﹤0.01% 489
2022
Q1 		$10K Hold
42
– – ﹤0.01% 501
2021
Q4 		$13K Sell
42
-11
-21% -$3.08K ﹤0.01% 458
2021
Q3 		$10K Buy
53
+25
+89% +$6.08K ﹤0.01% 441
2021
Q2 		$6K Sell
28
-19
-40% -$4.1K ﹤0.01% 510
2021
Q1 		$9K Hold
47
– – ﹤0.01% 473
2020
Q4 		$9K Sell
47
-6
-11% -$1.17K ﹤0.01% 473
2020
Q3 		$10K Buy
53
+2
+4% +$368 ﹤0.01% 441
2020
Q2 		$9K Sell
51
-13
-20% -$2.05K ﹤0.01% 439
2020
Q1 		$9K Hold
64
– – ﹤0.01% 422
2019
Q4 		$11K Buy
64
+12
+23% +$1.85K ﹤0.01% 444
2019
Q3 		$8K Sell
52
-9
-15% -$1.38K ﹤0.01% 465
2019
Q2 		$9K Buy
61
+31
+103% +$4.35K ﹤0.01% 408
2019
Q1 		$4K Buy
30
+1
+3% +$136 ﹤0.01% 465
2018
Q4 		$4K Sell
29
-3
-9% -$414 ﹤0.01% 476
2018
Q3 		$5K Buy
+32
New +$4.59K ﹤0.01% 396

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TD Ameritrade Investment Management's ICLR Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Icon (ICLR) in Q2 2023, closing a stake of 3 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in ICLR in Q3 2018 and held it in 19 quarters. The position peaked at $13K in Q4 2021. 529 funds tracked by Wall St. Rank hold ICLR as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Icon position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3 Icon shares in Q2 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Icon in Q3 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's Icon position peaked at $13K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held Icon as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.