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Joseph P. Lucia & Associates’s Intercontinental Exchange ICE Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-17
Closed -$2K – 592
2021
Q1 		$2K Buy
+17
New +$1.93K ﹤0.01% 491

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 $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joseph P. Lucia & Associates's ICE Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Intercontinental Exchange (ICE) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in ICE in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 1,175 funds tracked by Wall St. Rank hold ICE as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Intercontinental Exchange position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 17 Intercontinental Exchange shares in Q2 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Intercontinental Exchange in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Intercontinental Exchange position peaked at $2K in Q1 2021.
  • 1,175 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.