Icon Wealth Partners, LLC Sells in Q3 2023

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3
- 0.27%
$107.37 - $124.54 $322 - $374
1.11K $120K
APH
Amphenol Corp

Technology
-3
- 0.23%
$81.46 - $88.88 $244 - $267
1.3K $109K
MEAR
Blackrock Short Maturity Munic

ETFs
-9
- 0.23%
$49.76 - $49.97 $448 - $450
3.89K $193K
RELX
Relx PLC

Communication Services
-99
- 1.03%
$31.45 - $34.83 $3.11K - $3.45K
9.49K $319K
Ft Cboe Vest U.S. Equity Moderate Buffer ETF June
-293
- 1.84%
N/A
15.7K $0
Linde PLC Shs
-1.22K
- 62.85%
N/A
721 $0
Rb Global Inc Com
-190
- 1.45%
N/A
12.9K $0
Thomson Reuters Corp. Com
-65
- 3.58%
N/A
1.75K $0
STEL
Stellar Bancorp Inc
-2.56K
- 13.96%
N/A
15.8K $0
DHR
Danaher Corp

Healthcare
-1
- 0.12%
$233.08 - $265.59 $233 - $266
820 $203K
TTE
Total Energies Se

Energy
-585
- 9.97%
$55.39 - $66.84 $32.4K - $39.1K
5.29K $347K
XLE
Energy Sector Spdr

ETFs
-67
- 3.98%
$79.09 - $93.36 $5.3K - $6.26K
1.62K $146K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-13
- 0.47%
$38.5 - $47.13 $501 - $613
2.72K $123K
VRSK
Verisk Analytics, Inc.

Industrials
-70
- 2.42%
$222.5 - $248.49 $15.6K - $17.4K
2.82K $666K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-75
- 0.6%
$8.56 - $10.35 $642 - $776
12.4K $122K
CAT
Caterpillar Inc

Industrials
-4
- 0.5%
$240.58 - $288.65 $962 - $1.15K
791 $215K
BKR
Baker Hughes CO

Energy
-22
- 0.38%
$31.54 - $37.22 $694 - $819
5.84K $206K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-18
- 1.97%
$362.37 - $426.14 $6.52K - $7.67K
895 $370K
CRWD
Crowd Strike Holdings, Inc.

Technology
-42
- 2.03%
$143.61 - $172.29 $6.03K - $7.24K
2.03K $339K
ADP
Automatic Data Processing Inc

Industrials
-812
- 7.02%
$218.73 - $255.75 $178K - $208K
10.8K $2.59M
GWRE
Guidewire Software, Inc.

Technology
-242
- 4.4%
$75.18 - $94.15 $18.2K - $22.8K
5.26K $473K
PAA
Plains All American Pipeline LP

Energy
-5.91K
- 4.74%
$13.97 - $15.79 $82.6K - $93.4K
119K $1.82M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-185
- 2.7%
$101.85 - $118.7 $18.8K - $22K
6.67K $779K
ETN
Eaton Corp PLC

Industrials
-683
- 3.53%
$197.75 - $238.04 $135K - $163K
18.6K $3.98M
GOOG
Alphabet Inc.

Communication Services
-4.43K
- 6.7%
$116.87 - $138.99 $518K - $616K
61.7K $8.13M
ADBE
Adobe Inc.

Technology
-157
- 1.52%
$481.29 - $564.88 $75.6K - $88.7K
10.2K $5.18M
COP
Conocophillips

Energy
-162
- 1.65%
$100.34 - $124.5 $16.3K - $20.2K
9.65K $1.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
-400
- 1.37%
$124.0 - $153.33 $49.6K - $61.3K
28.8K $3.96M
ET
Energy Transfer LP

Energy
-533
- 0.32%
$12.56 - $14.03 $6.69K - $7.48K
164K $2.29M
CVX
Chevron Corp

Energy
-2.56K
- 2.11%
$152.88 - $171.04 $392K - $438K
119K $20M
XOM
Exxon Mobil Corp

Energy
-1.97K
- 1.35%
$100.92 - $120.2 $199K - $237K
144K $17M
Activity Summary
Buys All Purchases 90 New Holdings 19 Increased Positions 71 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 0 Puts 0
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