WWP
ICLR icon

WR Wealth Planners’s Icon ICLR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$463K Sell
2,206
-253
-10% -$59.1K 0.15% 100
2024
Q3 		$706K Buy
2,459
+100
+4% +$31.5K 0.2% 83
2024
Q2 		$739K Buy
2,359
+105
+5% +$32.9K 0.23% 67
2024
Q1 		$757K Buy
2,254
+119
+6% +$35.1K 0.24% 62
2023
Q4 		$604K Buy
2,135
+272
+15% +$70.4K 0.22% 81
2023
Q3 		$459K Buy
1,863
+89
+5% +$22.4K 0.17% 95
2023
Q2 		$444K Buy
1,774
+69
+4% +$14.7K 0.17% 100
2023
Q1 		$364K Buy
1,705
+494
+41% +$110K 0.16% 106
2022
Q4 		$235K Buy
1,211
+502
+71% +$99.5K 0.14% 104
2022
Q3 		$130K Buy
+709
New +$154K 0.09% 113

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's ICLR Position: Q4 2024 in Review

WR Wealth Planners reduced its Icon (ICLR) stake by 10% in Q4 2024, selling an estimated $59.1K and leaving 2,206 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #100.

WR Wealth Planners first reported a position in ICLR in Q3 2022 and has held it in 10 quarters since. The position peaked at $757K in Q1 2024. 594 funds tracked by Wall St. Rank hold ICLR as of Q4 2024.

  • WR Wealth Planners held 2,206 shares of Icon worth $463K as of Q4 2024.
  • WR Wealth Planners sold 253 Icon shares in Q4 2024, an estimated $59.1K.
  • Icon made up 0.15% of WR Wealth Planners's portfolio in Q4 2024, its #100 holding.
  • WR Wealth Planners first reported a position in Icon in Q3 2022 and has held it in 10 quarters since.
  • WR Wealth Planners's Icon position peaked at $757K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Icon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.