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Clarus Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Clarus 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
2019
Q3 		– Sell
-61
Closed -$5K – 328
2019
Q2 		$5K Hold
61
– – ﹤0.01% 489
2019
Q1 		$5K Hold
61
– – ﹤0.01% 575
2018
Q4 		$5K Buy
61
+8
+15% +$613 0.01% 581
2018
Q3 		$4K Sell
53
-18
-25% -$1.35K ﹤0.01% 634
2018
Q2 		$5K Buy
+71
New +$5.17K ﹤0.01% 618

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Clarus Wealth Advisors's ICE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q3 2019, closing a stake of 61 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in ICE in Q2 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 909 funds tracked by Wall St. Rank hold ICE as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Intercontinental Exchange position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 61 Intercontinental Exchange shares in Q3 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Intercontinental Exchange position peaked at $5K in Q2 2019.
  • 909 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.