EWA
ICE icon

Evolution Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Evolution 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
2021
Q4 		– Sell
-270
Closed -$31K – 374
2021
Q3 		$31K Buy
270
+97
+56% +$11.5K 0.01% 266
2021
Q2 		$21K Buy
173
+28
+19% +$3.22K ﹤0.01% 301
2021
Q1 		$16K Hold
145
– – ﹤0.01% 332
2020
Q4 		$17K Buy
145
+29
+25% +$3.01K ﹤0.01% 283
2020
Q3 		$12K Buy
116
+40
+53% +$3.94K ﹤0.01% 329
2020
Q2 		$7K Buy
+76
New +$6.96K ﹤0.01% 326
2020
Q1 		– Sell
-449
Closed -$42K – 466
2019
Q4 		$42K Buy
+449
New +$41.7K 0.01% 163
2019
Q3 		– Sell
-76
Closed -$7K – 531
2019
Q2 		$7K Buy
+76
New +$6.21K ﹤0.01% 208

Other funds holding ICE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return