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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 $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's ICLR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Icon (ICLR) in Q3 2023, closing a stake of 26 shares — an estimated $6.5K sold.

WealthPLAN Partners first reported a position in ICLR in Q1 2015 and held it in 7 quarters. The position peaked at $13.7K in Q1 2023. 552 funds tracked by Wall St. Rank hold ICLR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Icon position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 26 Icon shares in Q3 2023, an estimated $6.5K.
  • WealthPLAN Partners first reported a position in Icon in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Icon position peaked at $13.7K in Q1 2023.
  • 552 funds tracked by Wall St. Rank held Icon as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.