WA
ICLR icon

Wealth Alliance’s Icon ICLR Stock Holding History

Wealth Alliance’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
2025
Q1 		– Sell
-1,482
Closed -$311K – 531
2024
Q4 		$311K Buy
1,482
+150
+11% +$35K 0.04% 374
2024
Q3 		$383K Buy
1,332
+339
+34% +$107K 0.05% 340
2024
Q2 		$311K Buy
+993
New +$311K 0.04% 370
2023
Q2 		– Sell
-1,099
Closed -$235K – 520
2023
Q1 		$235K Sell
1,099
-558
-34% -$124K 0.04% 432
2022
Q4 		$322K Sell
1,657
-124
-7% -$24.6K 0.06% 323
2022
Q3 		$327K Sell
1,781
-363
-17% -$79K 0.06% 302
2022
Q2 		$465K Buy
2,144
+76
+4% +$17K 0.09% 227
2022
Q1 		$503K Sell
2,068
-77
-4% -$19.3K 0.1% 216
2021
Q4 		$664K Sell
2,145
-6
-0.3% -$1.68K 0.13% 173
2021
Q3 		$564K Buy
2,151
+291
+16% +$70.7K 0.13% 181
2021
Q2 		$384K Sell
1,860
-36
-2% -$7.77K 0.09% 257
2021
Q1 		$372K Buy
1,896
+85
+5% +$16.8K 0.1% 238
2020
Q4 		$353K Sell
1,811
-34
-2% -$6.65K 0.1% 245
2020
Q3 		$353K Sell
1,845
-149
-7% -$27.4K 0.13% 197
2020
Q2 		$336K Buy
+1,994
New +$314K 0.13% 197

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return