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Icon shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Icon

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All positions including Icon held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icon by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 17k 335.95

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
Wellington Management Company
Lazard Asset Management
Robeco Investment Management
Investec Asset Management
Franklin Resources
Comgest Global Investors S.a.s.
Alliancebernstein
T. Rowe Price Associates
ClearBridge Advisors
Sustainable Growth Advisers
Polen Capital Management
William Blair Investment Management
Bank of America Corporation

View all funds holding Icon