Icon Wealth Partners, LLC Closed Holding Positions

Icon Wealth Partners, LLC

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

Technology
Q3 2018 Filed on Nov 14, 2018
163
$81.75 - $90.15 $13.3K - $14.7K
ICF
Ishares Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
168
$49.14 - $51.92 $8.26K - $8.72K
LAD
Lithia Motors Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
94
$81.44 - $98.89 $7.66K - $9.3K
Mcdermott Intl Inc Com
Q2 2018 Filed on Aug 13, 2018
19,277
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q2 2018 Filed on Aug 13, 2018
97,016
$28.27 - $30.76 $2.74M - $2.98M
Intercontinental Htls Grp New Ord
Q2 2018 Filed on Aug 13, 2018
75,972
N/A
Advanced Semiconductor Engr Sponsored Ads
Q2 2018 Filed on Aug 13, 2018
15,669
N/A
Ntt Docomo Inc Sponsored Ads
Q2 2018 Filed on Aug 13, 2018
5,376
N/A
Broadcom Inc Com
Q2 2018 Filed on Aug 13, 2018
1,423
N/A
Bt Group PLC Adr
Q2 2018 Filed on Aug 13, 2018
8,901
N/A
ECL
Ecolab Inc.

Basic Materials
Q1 2018 Filed on May 15, 2018
14
$127.76 - $140.34 $1.79K - $1.96K
BATRK
Liberty Media Corp Del

Communication Services
Q1 2018 Filed on May 15, 2018
9
N/A
Foundation Medicine Inc Com
Q1 2018 Filed on May 15, 2018
866
N/A
KEP
Korea Electric Power Corp

Utilities
Q1 2018 Filed on May 15, 2018
844
$14.28 - $17.83 $12.1K - $15K
TTM
Tata Motors LTD

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,947
$24.9 - $34.32 $48.5K - $66.8K
Time Warner Inc Com New
Q1 2018 Filed on May 15, 2018
808
N/A
WPP
Wpp PLC

Communication Services
Q1 2018 Filed on May 15, 2018
86
$76.68 - $102.48 $6.59K - $8.81K
Time Inc New Com
Q1 2018 Filed on May 15, 2018
14
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q1 2018 Filed on May 15, 2018
7
$566.87 - $692.3 $3.97K - $4.85K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2018 Filed on May 15, 2018
9
$49.45 - $55.37 $445 - $498
Csra Inc Com
Q1 2018 Filed on May 15, 2018
460
N/A
VDE
Vanguard Energy ETF

ETFs
Q1 2018 Filed on May 15, 2018
419
N/A
Monsanto CO New Com
Q1 2018 Filed on May 15, 2018
329
N/A
AKAM
Akamai Technologies Inc

Technology
Q1 2018 Filed on May 15, 2018
45
$62.49 - $76.07 $2.81K - $3.42K
VRNT
Verint Systems Inc

Technology
Q1 2018 Filed on May 15, 2018
700
$19.05 - $22.08 $13.3K - $15.5K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2018 Filed on May 15, 2018
1,518
$30.85 - $39.9 $46.8K - $60.6K
ADI
Analog Devices Inc

Technology
Q1 2018 Filed on May 15, 2018
1,358
$82.68 - $97.24 $112K - $132K
ALKS
Alkermes Plc.

Healthcare
Q1 2018 Filed on May 15, 2018
406
$53.61 - $67.26 $21.8K - $27.3K
Lasalle Hotel Pptys Com Sh Ben Int
Q1 2018 Filed on May 15, 2018
791
N/A
Powershares Qqq Trust, Series 1
Q1 2018 Filed on May 15, 2018
28
N/A
VMW
Vmware, Inc.

Technology
Q1 2018 Filed on May 15, 2018
14
$108.46 - $150.0 $1.52K - $2.1K
X
United States Steel Corp

Basic Materials
Q1 2018 Filed on May 15, 2018
47
$33.54 - $46.01 $1.58K - $2.16K
GEL
Genesis Energy LP

Energy
Q1 2018 Filed on May 15, 2018
610
$18.78 - $25.36 $11.5K - $15.5K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2018 Filed on May 15, 2018
1,735
$10.7 - $14.71 $18.6K - $25.5K
BATRA
Liberty Media Corp

Communication Services
Q1 2018 Filed on May 15, 2018
4
$21.64 - $24.14 $86.6 - $96.6
Ggp Inc Com
Q1 2018 Filed on May 15, 2018
0
N/A
TREX
Trex CO Inc

Industrials
Q1 2018 Filed on May 15, 2018
0
$25.85 - $29.3 $0 - $0
RE
Everest Re Group LTD

Financial Services
Q1 2018 Filed on May 15, 2018
12
$216.47 - $262.67 $2.6K - $3.15K
Columbia Emerging Markets Consumer ETF
Q1 2018 Filed on May 15, 2018
80
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2018 Filed on May 15, 2018
932
N/A
Vectren Corp Com
Q1 2018 Filed on May 15, 2018
377
N/A
Micro Focus International PLC Spon Adr New
Q1 2018 Filed on May 15, 2018
219
N/A
Powershares Senior Loan Portfolio
Q1 2018 Filed on May 15, 2018
2,085
N/A
Medidata Solutions Inc Com
Q1 2018 Filed on May 15, 2018
187
N/A
MU
Micron Technology Inc

Technology
Q1 2018 Filed on May 15, 2018
197
$39.4 - $61.15 $7.76K - $12K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
400
$12.92 - $18.41 $5.17K - $7.36K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
390
$62.38 - $77.32 $24.3K - $30.2K
Great Plains Energy Inc Com
Q1 2018 Filed on May 15, 2018
974
N/A
Vaneck Vectors J.P. Morgan Em Local Currency Bond ETF
Q1 2018 Filed on May 15, 2018
675
N/A
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