Guardian Wealth Advisors (North Carolina)’s Intercontinental Exchange ICE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,657	Closed	-$228K	–	449
2024 Q1	$228K	Sell	1,657 -119	-7%	-$15.8K	0.03%	252
2023 Q4	$228K	Buy	+1,776	New	+$201K	0.03%	228
2023 Q3	–	Sell	-1,815	Closed	-$205K	–	432
2023 Q2	$205K	Buy	+1,815	New	+$197K	0.04%	226

Other funds holding ICE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ICE Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Intercontinental Exchange (ICE) in Q2 2024, closing a stake of 1,657 shares — an estimated $228K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ICE in Q2 2023 and held it in 3 quarters. The position peaked at $228K in Q4 2023. 1,481 funds tracked by Wall St. Rank hold ICE as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Intercontinental Exchange position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,657 Intercontinental Exchange shares in Q2 2024, an estimated $228K.
Guardian Wealth Advisors (North Carolina) first reported a position in Intercontinental Exchange in Q2 2023 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Intercontinental Exchange position peaked at $228K in Q4 2023.
1,481 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.