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Legacy Capital Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Legacy Capital Wealth 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
Q4 		– Sell
-2,660
Closed -$427K – 368
2024
Q3 		$427K Buy
+2,660
New +$410K 0.09% 222

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Morgan Stanley
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Capital Wealth Partners's ICE Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Intercontinental Exchange (ICE) in Q4 2024, closing a stake of 2,660 shares — an estimated $427K sold.

Legacy Capital Wealth Partners first reported a position in ICE in Q3 2024 and held it in 1 quarter. The position peaked at $427K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold ICE as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Intercontinental Exchange position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,660 Intercontinental Exchange shares in Q4 2024, an estimated $427K.
  • Legacy Capital Wealth Partners first reported a position in Intercontinental Exchange in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Intercontinental Exchange position peaked at $427K in Q3 2024.
  • 1,664 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.