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Financial Synergies Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-15
Closed -$2.06K – 241
2024
Q1 		$2.06K Hold
15
– – ﹤0.01% 327
2023
Q4 		$1.54K Hold
15
– – ﹤0.01% 272
2023
Q3 		$1.65K Hold
15
– – ﹤0.01% 322
2023
Q2 		$1.7K Hold
15
– – ﹤0.01% 307
2023
Q1 		$1.56K Hold
15
– – ﹤0.01% 326
2022
Q4 		$1.54K Buy
+15
New +$1.49K ﹤0.01% 272

Other funds holding ICE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's ICE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q2 2024, closing a stake of 15 shares — an estimated $2.06K sold.

Financial Synergies Wealth Advisors first reported a position in ICE in Q4 2022 and held it in 6 quarters. The position peaked at $2.06K in Q1 2024. 1,481 funds tracked by Wall St. Rank hold ICE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Intercontinental Exchange position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 15 Intercontinental Exchange shares in Q2 2024, an estimated $2.06K.
  • Financial Synergies Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Intercontinental Exchange position peaked at $2.06K in Q1 2024.
  • 1,481 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.