Icon Wealth Partners, LLC Closed Holding Positions

Icon Wealth Partners, LLC

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

Financial Services
Q2 2019 Filed on Aug 13, 2019
302
$48.19 - $54.67 $14.6K - $16.5K
D
Dominion Energy, Inc

Utilities
Q2 2019 Filed on Aug 13, 2019
1,680
$73.31 - $79.22 $123K - $133K
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2019 Filed on Aug 13, 2019
19,983
$2.83 - $3.46 $56.6K - $69.1K
Mobile Mini Inc Com
Q2 2019 Filed on Aug 13, 2019
21
N/A
PACW
Pacwest Bancorp

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,535
$36.34 - $40.55 $55.8K - $62.2K
Viacom Inc New Cl B
Q2 2019 Filed on Aug 13, 2019
512
N/A
ROP
Roper Technologies Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
2
$342.92 - $367.61 $686 - $735
United Technologies Corp Com
Q2 2019 Filed on Aug 13, 2019
502
N/A
HPQ
Hp Inc

Technology
Q2 2019 Filed on Aug 13, 2019
1,396
$18.27 - $20.86 $25.5K - $29.1K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
442
$51.5 - $58.43 $22.8K - $25.8K
Iac Interactivecorp Com
Q2 2019 Filed on Aug 13, 2019
152
N/A
EME
Emcor Group, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
340
$73.93 - $88.1 $25.1K - $30K
Royal Bk Scotland Group PLC Spons Adr 2 Ord
Q2 2019 Filed on Aug 13, 2019
5,609
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
38
$246.68 - $339.9 $9.37K - $12.9K
JRVR
James River Group Holdings, Ltd.

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,040
$37.52 - $47.16 $39K - $49K
LFUS
Littelfuse Inc

Technology
Q2 2019 Filed on Aug 13, 2019
253
$163.21 - $204.45 $41.3K - $51.7K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
186
$80.05 - $86.37 $14.9K - $16.1K
MKSI
Mks Instruments Inc

Technology
Q2 2019 Filed on Aug 13, 2019
738
$70.87 - $101.6 $52.3K - $75K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Aug 13, 2019
506
$8.12 - $15.72 $4.11K - $7.95K
BMA
Macro Bank Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
900
$39.73 - $72.85 $35.8K - $65.6K
EVR
Evercore Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
152
$77.23 - $98.02 $11.7K - $14.9K
ENR
Energizer Holdings, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
161
$37.53 - $48.67 $6.04K - $7.84K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2019 Filed on Aug 13, 2019
145
$32.33 - $47.14 $4.69K - $6.84K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
37
$70.51 - $84.91 $2.61K - $3.14K
WEX
Wex Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
14
$185.96 - $210.3 $2.6K - $2.94K
CMA
Comerica Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
37
$68.82 - $80.33 $2.55K - $2.97K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
127
$18.44 - $22.51 $2.34K - $2.86K
TV
Grupo Televisa, S.A.B.

Communication Services
Q2 2019 Filed on Aug 13, 2019
275
$8.44 - $11.32 $2.32K - $3.11K
Caesars Entmt Corp Com
Q2 2019 Filed on Aug 13, 2019
354
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2019 Filed on Aug 13, 2019
165
$17.8 - $19.88 $2.94K - $3.28K
FOXA
Fox Corp

Communication Services
Q2 2019 Filed on Aug 13, 2019
85
$34.01 - $39.4 $2.89K - $3.35K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
20
$108.87 - $125.09 $2.18K - $2.5K
MORN
Morningstar, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
20
$127.44 - $148.32 $2.55K - $2.97K
KLAC
Kla Corp

Technology
Q2 2019 Filed on Aug 13, 2019
15
$101.78 - $128.47 $1.53K - $1.93K
Allianzgi Nfj Divid Int & Prem Com
Q2 2019 Filed on Aug 13, 2019
154
N/A
BHC
Bausch Health Companies Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
78
$20.52 - $26.45 $1.6K - $2.06K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
17
$126.65 - $153.24 $2.15K - $2.61K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
54
$41.7 - $46.67 $2.25K - $2.52K
E Trade Financial Corp Com New
Q2 2019 Filed on Aug 13, 2019
49
N/A
VOYA
Voya Financial, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
48
$50.75 - $55.3 $2.44K - $2.65K
Mylan N V Shs Euro
Q2 2019 Filed on Aug 13, 2019
85
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
290
$11.43 - $12.2 $3.31K - $3.54K
Invesco S&P Spin Off ETF
Q2 2019 Filed on Aug 13, 2019
66
N/A
Parsley Energy Inc Cl A
Q2 2019 Filed on Aug 13, 2019
212
N/A
Axa Equitable Hldgs Inc Com
Q2 2019 Filed on Aug 13, 2019
213
N/A
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
36
$112.21 - $151.95 $4.04K - $5.47K
Marvell Technology Group LTD Ord
Q2 2019 Filed on Aug 13, 2019
216
N/A
RNG
Ring Central, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
40
$103.27 - $124.59 $4.13K - $4.98K
AMH
American Homes 4 Rent

Real Estate
Q2 2019 Filed on Aug 13, 2019
195
$22.8 - $25.37 $4.45K - $4.95K
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