Icon Wealth Partners, LLC Closed Holding Positions

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
United States Oil Fund, LP
Q2 2019 Filed on Aug 13, 2019
363
N/A
Contango Oil & Gas Company Com New
Q2 2019 Filed on Aug 13, 2019
1,500
N/A
MAS
Masco Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
104
$34.92 - $40.85 $3.63K - $4.25K
CI
Cigna Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
25
$145.49 - $169.13 $3.64K - $4.23K
Servicemaster Global Hldgs Inc Com
Q2 2019 Filed on Aug 13, 2019
74
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
300
$11.38 - $11.86 $3.41K - $3.56K
Nuveen Select Tax Free Incm 3 Sh Ben Int
Q2 2019 Filed on Aug 13, 2019
235
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2019 Filed on Aug 13, 2019
37
$89.74 - $113.83 $3.32K - $4.21K
FTAG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2019 Filed on Aug 13, 2019
153
$21.6 - $24.47 $3.3K - $3.74K
MTG
Mgic Investment Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
269
$13.0 - $14.64 $3.5K - $3.94K
OMF
One Main Holdings, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
112
$29.87 - $35.34 $3.35K - $3.96K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
87
N/A
NTAP
Net App, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
25
$58.91 - $77.69 $1.47K - $1.94K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2019 Filed on Aug 13, 2019
63
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
3
$119.03 - $157.83 $357 - $473
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2019 Filed on Aug 13, 2019
3
N/A
SIVB
Svb Financial Group

Financial Services
Q2 2019 Filed on Aug 13, 2019
2
$201.4 - $258.61 $403 - $517
SLM
Slm Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
46
$9.11 - $10.38 $419 - $477
LNC
Lincoln National Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
8
$59.45 - $67.15 $476 - $537
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2019 Filed on Aug 13, 2019
7
$69.42 - $75.4 $486 - $528
INTU
Intuit Inc

Technology
Q2 2019 Filed on Aug 13, 2019
2
$236.93 - $269.08 $474 - $538
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q2 2019 Filed on Aug 13, 2019
2
N/A
AADR
Advisorshares Dorsey Wright Ad

ETFs
Q2 2019 Filed on Aug 13, 2019
8
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2019 Filed on Aug 13, 2019
0
N/A
COOP
Mr. Cooper Group Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
1
$6.81 - $9.58 $6.81 - $9.58
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2019 Filed on Aug 13, 2019
1
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
11
$14.52 - $19.36 $160 - $213
Owens Ill Inc Com New
Q2 2019 Filed on Aug 13, 2019
12
N/A
FDM
First Trust Dow Jones Select M

ETFs
Q2 2019 Filed on Aug 13, 2019
6
$42.37 - $46.25 $254 - $278
DISH
Dish Network Corp

Communication Services
Q2 2019 Filed on Aug 13, 2019
10
$32.93 - $39.1 $329 - $391
ALLY
Ally Financial Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
13
$28.32 - $30.99 $368 - $403
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
8
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2019 Filed on Aug 13, 2019
10
$52.38 - $55.24 $524 - $552
TDS
Telephone & Data Systems Inc

Communication Services
Q2 2019 Filed on Aug 13, 2019
40
$28.81 - $33.68 $1.15K - $1.35K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q2 2019 Filed on Aug 13, 2019
350
$3.35 - $4.7 $1.17K - $1.65K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
16
$73.44 - $82.41 $1.18K - $1.32K
TDG
Trans Digm Group Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
3
$440.95 - $497.46 $1.32K - $1.49K
GATX
Gatx Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
18
$69.82 - $79.39 $1.26K - $1.43K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
31
$41.39 - $48.51 $1.28K - $1.5K
HOUS
Anywhere Real Estate Inc.

Real Estate
Q2 2019 Filed on Aug 13, 2019
131
$6.55 - $13.11 $858 - $1.72K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
56
$22.13 - $31.99 $1.24K - $1.79K
Moleculin Biotech Inc Com
Q2 2019 Filed on Aug 13, 2019
1,457
N/A
FAF
First American Financial Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
22
$51.65 - $57.88 $1.14K - $1.27K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2019 Filed on Aug 13, 2019
17
$29.71 - $35.27 $505 - $600
XYL
Xylem Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
8
$73.93 - $83.82 $591 - $671
COF
Capital One Financial Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
9
$84.48 - $94.26 $760 - $848
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2019 Filed on Aug 13, 2019
5
$144.16 - $172.9 $721 - $865
SJM
J M Smucker CO

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
7
$115.19 - $127.5 $806 - $893
VMC
Vulcan Materials CO

Basic Materials
Q2 2019 Filed on Aug 13, 2019
7
$119.2 - $137.31 $834 - $961
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