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Morton Brown Family Wealth’s Intercontinental Exchange ICE Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-31
Closed -$3.23K – 237
2023
Q1 		$3.23K Buy
+31
New +$3.23K ﹤0.01% 170
2022
Q3 		– Sell
-7
Closed -$1K – 271
2022
Q2 		$1K Buy
+7
New +$748 ﹤0.01% 236

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morton Brown Family Wealth's ICE Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Intercontinental Exchange (ICE) in Q2 2023, closing a stake of 31 shares — an estimated $3.23K sold.

Morton Brown Family Wealth first reported a position in ICE in Q2 2022 and held it in 2 quarters. The position peaked at $3.23K in Q1 2023. 1,281 funds tracked by Wall St. Rank hold ICE as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Intercontinental Exchange position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 31 Intercontinental Exchange shares in Q2 2023, an estimated $3.23K.
  • Morton Brown Family Wealth first reported a position in Intercontinental Exchange in Q2 2022 and held it in 2 quarters.
  • Morton Brown Family Wealth's Intercontinental Exchange position peaked at $3.23K in Q1 2023.
  • 1,281 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.