Icon Wealth Partners, LLC Closed Holding Positions

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CE
Celanese Corp

Basic Materials
Q2 2019 Filed on Aug 13, 2019
572
$94.93 - $112.17 $54.3K - $64.2K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,948
$37.09 - $40.54 $72.3K - $79K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2019 Filed on Aug 13, 2019
42
$79.68 - $98.5 $3.35K - $4.14K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
528
$52.94 - $68.44 $28K - $36.1K
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
7,466
$4.64 - $5.73 $34.6K - $42.8K
HUBB
Hubbell Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
156
$114.54 - $130.4 $17.9K - $20.3K
Telefonica Brasil Sa Sponsored Adr
Q2 2019 Filed on Aug 13, 2019
11,560
N/A
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q2 2019 Filed on Aug 13, 2019
11
$49.25 - $53.39 $542 - $587
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2019 Filed on Aug 13, 2019
2
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
273
$60.56 - $72.06 $16.5K - $19.7K
Cbs Corp New Cl B
Q2 2019 Filed on Aug 13, 2019
334
N/A
ILCV
Ishares Morningstar Value ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
95
N/A
Cerner Corp Com
Q2 2019 Filed on Aug 13, 2019
2,031
N/A
NOK
Nokia Corp

Technology
Q2 2019 Filed on Aug 13, 2019
280
$4.77 - $5.96 $1.34K - $1.67K
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2019 Filed on Aug 13, 2019
7
$31.53 - $34.69 $221 - $243
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
259
$140.63 - $166.86 $36.4K - $43.2K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q2 2019 Filed on Aug 13, 2019
9
$38.77 - $42.2 $349 - $380
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
55
$146.0 - $176.66 $8.03K - $9.72K
CEQP
Crestwood Equity Partners LP

Energy
Q2 2019 Filed on Aug 13, 2019
1,085
$34.34 - $37.45 $37.3K - $40.6K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2019 Filed on Aug 13, 2019
48
N/A
Hsbc Hldgs PLC Adr A 1/40 Pf A
Q2 2019 Filed on Aug 13, 2019
648
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2019 Filed on Aug 13, 2019
620
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
864
$35.62 - $40.13 $30.8K - $34.7K
CPT
Camden Property Trust

Real Estate
Q2 2019 Filed on Aug 13, 2019
508
$97.79 - $107.67 $49.7K - $54.7K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2019 Filed on Aug 13, 2019
977
$57.77 - $61.38 $56.4K - $60K
Tableau Software Inc Cl A
Q2 2019 Filed on Aug 13, 2019
66
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
718
$85.18 - $101.94 $61.2K - $73.2K
BNDX
Vanguard Total International B

ETFs
Q2 2019 Filed on Aug 13, 2019
867
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2019 Filed on Aug 13, 2019
2,040
$5.27 - $6.15 $10.8K - $12.5K
HA
Hawaiian Holdings Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
724
$24.98 - $30.62 $18.1K - $22.2K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
4
$322.07 - $358.34 $1.29K - $1.43K
Apache Corp Com
Q2 2019 Filed on Aug 13, 2019
68
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2019 Filed on Aug 13, 2019
2,596
$13.69 - $16.66 $35.5K - $43.2K
MT
Arcelor Mittal

Basic Materials
Q2 2019 Filed on Aug 13, 2019
363
$14.72 - $23.86 $5.34K - $8.66K
ORAN
Orange

Communication Services
Q2 2019 Filed on Aug 13, 2019
562
$15.03 - $16.7 $8.45K - $9.39K
PAGP
Plains Gp Holdings LP

Energy
Q2 2019 Filed on Aug 13, 2019
5,587
$22.47 - $25.32 $126K - $141K
OC
Owens Corning

Industrials
Q2 2019 Filed on Aug 13, 2019
35
$48.34 - $58.2 $1.69K - $2.04K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
2,099
$15.09 - $15.9 $31.7K - $33.4K
ING
Ing Groep Nv

Financial Services
Q2 2019 Filed on Aug 13, 2019
7,156
$10.76 - $13.66 $77K - $97.8K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2019 Filed on Aug 13, 2019
398
$39.37 - $43.58 $15.7K - $17.3K
HOPE
Hope Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,408
$12.87 - $14.4 $18.1K - $20.3K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2019 Filed on Aug 13, 2019
2,248
$16.98 - $18.85 $38.2K - $42.4K
SNPTY
China Petro&Chem Ads (100 Ord)
Q2 2019 Filed on Aug 13, 2019
1,133
N/A
Basic Energy Svcs Inc New Com New
Q2 2019 Filed on Aug 13, 2019
8
N/A
TEF
Telefonica S A

Communication Services
Q2 2019 Filed on Aug 13, 2019
21
$7.81 - $8.58 $164 - $180
IYY
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
100
N/A
STT
State Street Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
371
$54.53 - $71.71 $20.2K - $26.6K
HXL
Hexcel Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
108
$68.0 - $80.88 $7.34K - $8.74K
KSU
Kansas City Southern

Industrials
Q2 2019 Filed on Aug 13, 2019
572
N/A
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