TFM
ICLR icon

TFC Financial Management’s Icon ICLR Stock Holding History

TFC Financial 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
2024
Q2 		– Sell
-1
Closed -$336 – 1025
2024
Q1 		$336 Buy
+1
New +$295 ﹤0.01% 675
2022
Q1 		– Sell
-23
Closed -$7K – 551
2021
Q4 		$7K Hold
23
– – ﹤0.01% 364
2021
Q3 		$6K Hold
23
– – ﹤0.01% 370
2021
Q2 		$5K Hold
23
– – ﹤0.01% 372
2021
Q1 		$5K Hold
23
– – ﹤0.01% 362
2020
Q4 		$4K Hold
23
– – ﹤0.01% 377
2020
Q3 		$4K Buy
+23
New +$4.23K ﹤0.01% 348

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's ICLR Position: Q2 2024 in Review

TFC Financial Management sold out of Icon (ICLR) in Q2 2024, closing a stake of 1 share — an estimated $336 sold.

TFC Financial Management first reported a position in ICLR in Q3 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 674 funds tracked by Wall St. Rank hold ICLR as of Q2 2024.

  • TFC Financial Management reported no remaining Icon position as of Q2 2024 after selling out during the quarter.
  • TFC Financial Management sold 1 Icon share in Q2 2024, an estimated $336.
  • TFC Financial Management first reported a position in Icon in Q3 2020 and held it in 7 quarters.
  • TFC Financial Management's Icon position peaked at $7K in Q4 2021.
  • 674 funds tracked by Wall St. Rank held Icon as of Q2 2024.

Based on TFC Financial Management's 13F filing for Q2 2024, filed 23 Jul 2024.