WAM
ICLR icon

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 – 1168
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 $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ICLR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Icon (ICLR) in Q3 2020: 1,253 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ICLR as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in ICLR in Q4 2015 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold ICLR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,253 shares of Icon worth $239K as of Q3 2020.
  • Icon was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Icon made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #404 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Icon in Q4 2015 and has held it in 15 quarters since.
  • 389 funds tracked by Wall St. Rank held Icon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.