WP
ICLR icon

WealthPLAN Partners’s Icon ICLR Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-26
Closed -$6.5K – 678
2023
Q2 		$6.5K Sell
26
-38
-59% -$8.07K ﹤0.01% 865
2023
Q1 		$13.7K Buy
+64
New +$14.2K ﹤0.01% 788
2016
Q3 		$1.99K Sell
26
-351
-93% -$26.4K ﹤0.01% 854
2016
Q2 		$1.84K Buy
+377
New +$25.9K ﹤0.01% 2252
2015
Q4 		$3.74K Buy
+1,137
New +$81.2K ﹤0.01% 1400
2015
Q2 		$3K Sell
47
-25
-35% -$1.69K ﹤0.01% 365
2015
Q1 		$4K Buy
+72
New +$4.46K ﹤0.01% 439

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return