TIAM2
ICLR icon

Tru Independence Asset Management 2’s Icon ICLR Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-29
Closed -$6K – 236
2020
Q4 		$6K Buy
+29
New +$5.67K 0.01% 348

Other funds holding ICLR

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Wellington Management Group
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CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Tru Independence Asset Management 2's ICLR Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Icon (ICLR) in Q1 2021, closing a stake of 29 shares — an estimated $6K sold.

Tru Independence Asset Management 2 first reported a position in ICLR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 424 funds tracked by Wall St. Rank hold ICLR as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Icon position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 29 Icon shares in Q1 2021, an estimated $6K.
  • Tru Independence Asset Management 2 first reported a position in Icon in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Icon position peaked at $6K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Icon as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.