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Icon shares owned by FRG Family Wealth Advisors

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

Historical chart of FRG Family Wealth Advisors investment in Icon

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

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Quarterly reported holdings in Icon by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $149k 500 297.88

More positions owned by FRG Family Wealth Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Boeing Company (BA)
Applied Materials (AMAT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)

View all positions for FRG Family Wealth Advisors

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
Wellington Management Company
Lazard Asset Management
Investec Asset Management
Robeco Investment Management
FMR
BlackRock
T. Rowe Price Associates
ClearBridge Advisors
Alliancebernstein
Comgest Global Investors S.a.s.
Franklin Resources
BlueSpruce Investments
Sustainable Growth Advisers

View all funds holding Icon