LWM
ICE icon

Liberty Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Liberty Wealth Management’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
-101
Closed -$13K – 589
2021
Q3 		$13K Buy
101
+27
+36% +$3.21K ﹤0.01% 759
2021
Q2 		$9K Sell
74
-14
-16% -$1.61K ﹤0.01% 679
2021
Q1 		$9K Hold
88
– – ﹤0.01% 617
2020
Q4 		$9K Buy
88
+31
+54% +$3.22K ﹤0.01% 612
2020
Q3 		$6K Buy
57
+12
+27% +$1.18K ﹤0.01% 597
2020
Q2 		$4K Sell
45
-6
-12% -$549 ﹤0.01% 646
2020
Q1 		$4K Buy
51
+6
+13% +$544 ﹤0.01% 621
2019
Q4 		$4K Hold
45
– – ﹤0.01% 693
2019
Q3 		$4K Buy
+45
New +$4.11K ﹤0.01% 668

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