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ICLR icon

U.S. Capital Wealth Advisors’s Icon ICLR Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-50
Closed -$9.71K – 1042
2022
Q4 		$9.71K Buy
+50
New +$9.91K ﹤0.01% 1276

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

U.S. Capital Wealth Advisors's ICLR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Icon (ICLR) in Q1 2023, closing a stake of 50 shares — an estimated $9.71K sold.

U.S. Capital Wealth Advisors first reported a position in ICLR in Q4 2022 and held it in 1 quarter. The position peaked at $9.71K in Q4 2022. 533 funds tracked by Wall St. Rank hold ICLR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Icon position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 50 Icon shares in Q1 2023, an estimated $9.71K.
  • U.S. Capital Wealth Advisors first reported a position in Icon in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Icon position peaked at $9.71K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held Icon as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.