Icon Wealth Partners, LLC Closed Holding Positions

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2019 Filed on Aug 13, 2019
989
$56.88 - $74.6 $56.3K - $73.8K
YELP
Yelp Inc

Communication Services
Q2 2019 Filed on Aug 13, 2019
500
$30.36 - $40.98 $15.2K - $20.5K
K
Kellogg CO

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
79
$52.09 - $60.3 $4.12K - $4.76K
Ultimate Software Group Inc Com
Q2 2019 Filed on Aug 13, 2019
253
N/A
PCG
Pg&E Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
5
$17.02 - $23.95 $85.1 - $120
CPRT
Copart Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
563
$62.18 - $74.84 $35K - $42.1K
CNC
Centene Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
121
$47.01 - $57.88 $5.69K - $7K
Oasis Pete Inc New Com
Q2 2019 Filed on Aug 13, 2019
3,509
N/A
Nabors Industries LTD Shs
Q2 2019 Filed on Aug 13, 2019
251
N/A
LECO
Lincoln Electric Holdings Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
225
$75.74 - $91.51 $17K - $20.6K
CMS
Cms Energy Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
99
$53.56 - $59.15 $5.3K - $5.86K
PEB
Pebblebrook Hotel Trust

Real Estate
Q2 2019 Filed on Aug 13, 2019
74
$27.22 - $33.39 $2.01K - $2.47K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2019 Filed on Aug 13, 2019
130
$109.18 - $118.19 $14.2K - $15.4K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q2 2019 Filed on Aug 13, 2019
101
$77.96 - $87.82 $7.87K - $8.87K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
467
$190.77 - $206.7 $89.1K - $96.5K
PSA
Public Storage

Real Estate
Q2 2019 Filed on Aug 13, 2019
40
$214.35 - $245.21 $8.57K - $9.81K
VIS
Vanguard Industrial ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
133
N/A
POOL
Pool Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
52
$162.38 - $191.02 $8.44K - $9.93K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
608
$49.34 - $63.49 $30K - $38.6K
AMX
America Movil Sab De Cv

Communication Services
Q2 2019 Filed on Aug 13, 2019
6,242
$13.79 - $15.89 $86.1K - $99.2K
MUR
Murphy Oil Corp

Energy
Q2 2019 Filed on Aug 13, 2019
740
$23.13 - $29.63 $17.1K - $21.9K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2019 Filed on Aug 13, 2019
3,050
$12.22 - $13.88 $37.3K - $42.3K
PGR
Progressive Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
111
$71.53 - $83.34 $7.94K - $9.25K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Aug 13, 2019
1,629
$21.07 - $31.81 $34.3K - $51.8K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
89
$176.45 - $212.54 $15.7K - $18.9K
CSX
Csx Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
1,053
$24.65 - $26.84 $26K - $28.3K
EXC
Exelon Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
664
$33.92 - $36.34 $22.5K - $24.1K
FHN
First Horizon Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,235
$13.41 - $15.21 $16.6K - $18.8K
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Aug 13, 2019
74
$22.52 - $27.39 $1.67K - $2.03K
WCN
Waste Connections, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
213
$87.3 - $95.73 $18.6K - $20.4K
CNQ
Canadian Natural Resources LTD

Energy
Q2 2019 Filed on Aug 13, 2019
1,025
$25.84 - $31.41 $26.5K - $32.2K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
1,305
$42.53 - $45.0 $55.5K - $58.7K
RPM
Rpm International Inc

Basic Materials
Q2 2019 Filed on Aug 13, 2019
338
$53.52 - $61.84 $18.1K - $20.9K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
346
$132.68 - $153.53 $45.9K - $53.1K
Varian Med Sys Inc Com
Q2 2019 Filed on Aug 13, 2019
622
N/A
AVY
Avery Dennison Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
322
$99.69 - $116.37 $32.1K - $37.5K
ALV
Autoliv Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
773
$61.57 - $86.75 $47.6K - $67.1K
AYI
Acuity Brands Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
182
$123.66 - $146.33 $22.5K - $26.6K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
594
$95.32 - $112.71 $56.6K - $66.9K
Tortoise Energy Infra Corp Com
Q2 2019 Filed on Aug 13, 2019
37
N/A
TER
Teradyne, Inc

Technology
Q2 2019 Filed on Aug 13, 2019
237
$41.58 - $49.43 $9.85K - $11.7K
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
373
$104.99 - $132.14 $39.2K - $49.3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
232
$62.38 - $77.93 $14.5K - $18.1K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
444
$85.12 - $107.9 $37.8K - $47.9K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
278
$71.06 - $86.44 $19.8K - $24K
Dowdupont Inc Com
Q2 2019 Filed on Aug 13, 2019
1,618
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
580
$63.64 - $79.85 $36.9K - $46.3K
PPL
Ppl Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
2,822
$29.69 - $32.15 $83.8K - $90.7K
SYBX
Synlogic, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
9
$6.27 - $9.48 $56.4 - $85.3
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