LWA
ICE icon

Lowe Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Lowe 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
-340
Closed -$46.7K – 321
2024
Q1 		$46.7K Sell
340
-150
-31% -$19.9K 0.02% 119
2023
Q4 		$62.9K Sell
490
-60
-11% -$6.8K 0.03% 97
2023
Q3 		$60.5K Sell
550
-375
-41% -$43K 0.03% 95
2023
Q2 		$105K Hold
925
– – 0.05% 78
2023
Q1 		$96.5K Hold
925
– – 0.05% 75
2022
Q4 		$94.9K Hold
925
– – 0.05% 75
2022
Q3 		$84K Buy
925
+200
+28% +$20.1K 0.05% 73
2022
Q2 		$68K Buy
725
+450
+164% +$48.1K 0.04% 77
2022
Q1 		$36K Buy
+275
New +$35.5K 0.02% 121

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