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BDO Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

BDO Wealth Advisors’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$34.9K Buy
309
+30
+11% +$3.25K ﹤0.01% 487
2023
Q1 		$29.1K Buy
279
+55
+25% +$5.73K ﹤0.01% 522
2022
Q4 		$23K Buy
224
+190
+559% +$18.9K ﹤0.01% 551
2022
Q3 		$3K Sell
34
-32
-48% -$3.21K ﹤0.01% 881
2022
Q2 		$6K Hold
66
– – ﹤0.01% 762
2022
Q1 		$9K Hold
66
– – ﹤0.01% 752
2021
Q4 		$9K Hold
66
– – ﹤0.01% 741
2021
Q3 		$8K Sell
66
-12
-15% -$1.42K ﹤0.01% 762
2021
Q2 		$9K Hold
78
– – ﹤0.01% 765
2021
Q1 		$9K Sell
78
-173
-69% -$19.6K ﹤0.01% 749
2020
Q4 		$29K Buy
251
+180
+254% +$18.7K ﹤0.01% 412
2020
Q3 		$7K Buy
71
+62
+689% +$6.11K ﹤0.01% 522
2020
Q2 		$1K Hold
9
– – ﹤0.01% 656
2020
Q1 		$1K Buy
+9
New +$816 ﹤0.01% 706
2018
Q3 		– Sell
-53
Closed -$4K – 637
2018
Q2 		$4K Buy
53
+1
+2% +$73 ﹤0.01% 523
2018
Q1 		$4K Buy
+52
New +$3.8K ﹤0.01% 457
2017
Q3 		– Sell
-52
Closed -$3K – 486
2017
Q2 		$3K Buy
+52
New +$3.19K ﹤0.01% 473

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's ICE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Intercontinental Exchange (ICE) stake by 11% in Q2 2023, buying an estimated $3.25K and bringing the position to 309 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

BDO Wealth Advisors first reported a position in ICE in Q2 2017 and has held it in 17 quarters since. 1,281 funds tracked by Wall St. Rank hold ICE as of Q2 2023.

  • BDO Wealth Advisors held 309 shares of Intercontinental Exchange worth $34.9K as of Q2 2023.
  • BDO Wealth Advisors bought 30 Intercontinental Exchange shares in Q2 2023, an estimated $3.25K.
  • Intercontinental Exchange made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #487 holding.
  • BDO Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2017 and has held it in 17 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.