TPWA
ICLR icon

TRUE Private Wealth Advisors’s Icon ICLR Stock Holding History

TRUE Private 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
2020
Q1 		– Sell
-458
Closed -$78K – 745
2019
Q4 		$78K Buy
+458
New +$70.6K 0.01% 321
2019
Q3 		– Sell
-5
Closed – – 457
2019
Q2 		$0 Buy
+5
New +$701 ﹤0.01% 795
2019
Q1 		– Sell
-4,974
Closed -$642K – 226
2018
Q4 		$642K Sell
4,974
-105
-2% -$14.5K 0.11% 118
2018
Q3 		$781K Buy
5,079
+21
+0.4% +$3.01K 0.11% 121
2018
Q2 		$670K Buy
5,058
+2
+0% +$249 0.11% 125
2018
Q1 		$597K Buy
5,056
+382
+8% +$43.8K 0.1% 115
2017
Q4 		$524K Buy
+4,674
New +$539K 0.09% 120

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return