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Maxwell Wealth Strategies’s Intercontinental Exchange ICE Stock Holding History

Maxwell Wealth Strategies’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 		$2.68M Sell
17,963
-250
-1% -$39.6K 1.09% 26
2024
Q3 		$2.87M Buy
18,213
+3,193
+21% +$492K 1.22% 24
2024
Q2 		$2.06M Buy
15,020
+63
+0.4% +$8.46K 1.01% 34
2024
Q1 		$1.99M Buy
14,957
+12,658
+551% +$1.68M 1.01% 36
2023
Q4 		$295K Buy
+2,299
New +$261K 0.19% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Maxwell Wealth Strategies's ICE Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Intercontinental Exchange (ICE) stake by 1.4% in Q4 2024, selling an estimated $39.6K and leaving 17,963 shares worth $2.68M. The position accounts for 1.09% of the portfolio, ranked #26.

Maxwell Wealth Strategies first reported a position in ICE in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.87M in Q3 2024. 1,664 funds tracked by Wall St. Rank hold ICE as of Q4 2024.

  • Maxwell Wealth Strategies held 17,963 shares of Intercontinental Exchange worth $2.68M as of Q4 2024.
  • Maxwell Wealth Strategies sold 250 Intercontinental Exchange shares in Q4 2024, an estimated $39.6K.
  • Intercontinental Exchange made up 1.09% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #26 holding.
  • Maxwell Wealth Strategies first reported a position in Intercontinental Exchange in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Intercontinental Exchange position peaked at $2.87M in Q3 2024.
  • 1,664 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.