Clearview Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Clearview 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 Q3	–	Sell	-20	Closed	-$2.26K	–	346
2023 Q2	$2.26K	Buy	20 +11	+122%	+$1.19K	﹤0.01%	515
2023 Q1	$939	Hold	9	–	–	﹤0.01%	584
2022 Q4	$923	Hold	9	–	–	﹤0.01%	535
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	529
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	534
2022 Q1	$1K	Sell	9 -82	-90%	-$10.6K	﹤0.01%	559
2021 Q4	$12K	Hold	91	–	–	0.01%	381
2021 Q3	$10K	Buy	91 +9	+11%	+$1.07K	0.01%	421
2021 Q2	$10K	Hold	82	–	–	0.01%	423
2021 Q1	$9K	Hold	82	–	–	0.01%	419
2020 Q4	$9K	Buy	+82	New	+$8.51K	0.01%	387

Other funds holding ICE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Clearview Wealth Advisors's ICE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q3 2023, closing a stake of 20 shares — an estimated $2.26K sold.

Clearview Wealth Advisors first reported a position in ICE in Q4 2020 and held it in 11 quarters. The position peaked at $12K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold ICE as of Q3 2023.

Clearview Wealth Advisors reported no remaining Intercontinental Exchange position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 Intercontinental Exchange shares in Q3 2023, an estimated $2.26K.
Clearview Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Intercontinental Exchange position peaked at $12K in Q4 2021.
1,302 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.