Wealthspire Advisors (Maryland)’s Icon ICLR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$239K	Buy	+1,253	New	+$230K	0.01%	404
2019 Q2	–	Sell	-476	Closed	-$65K	–	1191
2019 Q1	$65K	Sell	476 -197	-29%	-$26.9K	﹤0.01%	794
2018 Q4	$87K	Sell	673 -219	-25%	-$30.2K	0.01%	649
2018 Q3	$137K	Buy	892 +3	+0.3%	+$430	0.01%	566
2018 Q2	$118K	Sell	889 -73	-8%	-$9.1K	0.01%	637
2018 Q1	$114K	Sell	962 -37	-4%	-$4.24K	0.01%	660
2017 Q4	$112K	Buy	999 +11	+1%	+$1.27K	0.01%	670
2017 Q3	$113K	Buy	988 +32	+3%	+$3.4K	0.01%	658
2017 Q2	$93K	Buy	956 +367	+62%	+$32.5K	0.01%	720
2017 Q1	$47K	Sell	589 -11	-2%	-$901	0.01%	816
2016 Q4	$45K	Sell	600 -220	-27%	-$17.1K	0.01%	795
2016 Q3	$63K	Buy	820 +106	+15%	+$7.96K	0.01%	713
2016 Q2	$50K	Buy	714 +75	+12%	+$5.15K	0.01%	731
2016 Q1	$48K	Buy	639 +146	+30%	+$10.2K	0.01%	710
2015 Q4	$38K	Buy	+493	New	+$35.2K	0.01%	791

Other funds holding ICLR

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return