VFA
ICLR icon

Valeo Financial Advisors’s Icon ICLR Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-202
Closed -$40K – 1105
2021
Q1 		$40K Sell
202
-1
-0.5% -$197 ﹤0.01% 954
2020
Q4 		$40K Sell
203
-3
-1% -$587 ﹤0.01% 851
2020
Q3 		$39K Sell
206
-43
-17% -$7.91K ﹤0.01% 726
2020
Q2 		$42K Hold
249
– – ﹤0.01% 793
2020
Q1 		$38K Hold
249
– – ﹤0.01% 690
2019
Q4 		$43K Buy
249
+194
+353% +$29.9K ﹤0.01% 705
2019
Q3 		$8K Hold
55
– – ﹤0.01% 1084
2019
Q2 		$8K Hold
55
– – ﹤0.01% 1084
2019
Q1 		$8K Buy
55
+4
+8% +$545 ﹤0.01% 1027
2018
Q4 		$7K Hold
51
– – ﹤0.01% 976
2018
Q3 		$7K Hold
51
– – ﹤0.01% 1079
2018
Q2 		$7K Sell
51
-147
-74% -$18.3K ﹤0.01% 1043
2018
Q1 		$23K Buy
198
+140
+241% +$16.1K ﹤0.01% 676
2017
Q4 		$7K Sell
58
-21
-27% -$2.42K ﹤0.01% 908
2017
Q3 		$9K Buy
+79
New +$8.39K ﹤0.01% 725

Other funds holding ICLR

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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
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return