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Milestone Wealth’s Intercontinental Exchange ICE Stock Holding History

Milestone Wealth’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
2022
Q3 		$11K Hold
127
– – 0.01% 168
2022
Q2 		$12K Buy
+127
New +$13.6K 0.01% 161

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Wealth's ICE Position: Q3 2022 in Review

Milestone Wealth held its Intercontinental Exchange (ICE) position steady in Q3 2022 at 127 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #168.

Milestone Wealth first reported a position in ICE in Q2 2022 and has held it in 2 quarters since. The position peaked at $12K in Q2 2022. 1,212 funds tracked by Wall St. Rank hold ICE as of Q3 2022.

  • Milestone Wealth held 127 shares of Intercontinental Exchange worth $11K as of Q3 2022.
  • Milestone Wealth left its Intercontinental Exchange share count unchanged in Q3 2022.
  • Intercontinental Exchange made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #168 holding.
  • Milestone Wealth first reported a position in Intercontinental Exchange in Q2 2022 and has held it in 2 quarters since.
  • Milestone Wealth's Intercontinental Exchange position peaked at $12K in Q2 2022.
  • 1,212 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.