TCWM
ICLR icon

Total Clarity Wealth Management’s Icon ICLR Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-15
Closed -$3K – 562
2022
Q2 		$3K Buy
+15
New +$3.36K ﹤0.01% 886
2022
Q1 		– Sell
-15
Closed -$5K – 519
2021
Q4 		$5K Hold
15
– – ﹤0.01% 805
2021
Q3 		$4K Buy
+15
New +$3.65K ﹤0.01% 846
2021
Q2 		– Sell
-15
Closed -$3K – 420
2021
Q1 		$3K Buy
+15
New +$2.96K ﹤0.01% 755
2020
Q1 		– Sell
-25
Closed -$4K – 319
2019
Q4 		$4K Buy
+25
New +$3.86K ﹤0.01% 610

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Total Clarity Wealth Management's ICLR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Icon (ICLR) in Q3 2022, closing a stake of 15 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in ICLR in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 485 funds tracked by Wall St. Rank hold ICLR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Icon position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 15 Icon shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Icon in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's Icon position peaked at $5K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held Icon as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.