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EnRich Financial Partners’s Intercontinental Exchange ICE Stock Holding History

EnRich Financial Partners’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
2024
Q3 		– Sell
-269
Closed -$36.8K – 238
2024
Q2 		$36.8K Buy
+269
New +$36.1K 0.01% 117

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Harris Associates
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Bank of America
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T. Rowe Price Investment Management
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Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EnRich Financial Partners's ICE Position: Q3 2024 in Review

EnRich Financial Partners sold out of Intercontinental Exchange (ICE) in Q3 2024, closing a stake of 269 shares — an estimated $36.8K sold.

EnRich Financial Partners first reported a position in ICE in Q2 2024 and held it in 1 quarter. The position peaked at $36.8K in Q2 2024. 1,604 funds tracked by Wall St. Rank hold ICE as of Q3 2024.

  • EnRich Financial Partners reported no remaining Intercontinental Exchange position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 269 Intercontinental Exchange shares in Q3 2024, an estimated $36.8K.
  • EnRich Financial Partners first reported a position in Intercontinental Exchange in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Intercontinental Exchange position peaked at $36.8K in Q2 2024.
  • 1,604 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.