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Comprehensive Financial Consultants Institutional’s Intercontinental Exchange ICE Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025
Q3 		– Sell
-5,317
Closed -$976K – 188
2025
Q2 		$976K Sell
5,317
-10,385
-66% -$1.78M 0.32% 95
2025
Q1 		$2.71M Buy
15,702
+239
+2% +$39.2K 0.96% 38
2024
Q4 		$2.3M Sell
15,463
-37
-0.2% -$5.86K 0.84% 44
2024
Q3 		$2.49M Sell
15,500
-141
-0.9% -$21.7K 0.91% 36
2024
Q2 		$2.14M Buy
15,641
+965
+7% +$130K 0.84% 40
2024
Q1 		$2.02M Buy
14,676
+600
+4% +$79.7K 0.84% 44
2023
Q4 		$1.81M Sell
14,076
-309
-2% -$35K 0.84% 41
2023
Q3 		$1.58M Buy
14,385
+1,366
+10% +$156K 0.83% 41
2023
Q2 		$1.52M Buy
13,019
+315
+2% +$34.1K 0.8% 42
2023
Q1 		$1.32M Buy
12,704
+591
+5% +$61.5K 0.75% 45
2022
Q4 		$1.32M Buy
12,113
+2,460
+25% +$245K 0.8% 42
2022
Q3 		$885K Buy
9,653
+434
+5% +$43.5K 0.58% 62
2022
Q2 		$860K Buy
9,219
+204
+2% +$21.8K 0.61% 64
2022
Q1 		$900K Buy
9,015
+700
+8% +$90.4K 0.63% 61
2021
Q4 		$1.07M Buy
+8,315
New +$1.1M 0.68% 45

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ICE Position: Q3 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Intercontinental Exchange (ICE) in Q3 2025, closing a stake of 5,317 shares — an estimated $976K sold.

Comprehensive Financial Consultants Institutional first reported a position in ICE in Q4 2021 and held it in 15 quarters. The position peaked at $2.71M in Q1 2025. 1,694 funds tracked by Wall St. Rank hold ICE as of Q3 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Intercontinental Exchange position as of Q3 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 5,317 Intercontinental Exchange shares in Q3 2025, an estimated $976K.
  • Comprehensive Financial Consultants Institutional first reported a position in Intercontinental Exchange in Q4 2021 and held it in 15 quarters.
  • Comprehensive Financial Consultants Institutional's Intercontinental Exchange position peaked at $2.71M in Q1 2025.
  • 1,694 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2025, filed 16 Oct 2025.