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Northwest Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

Northwest Financial 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
Q4 		– Sell
-10
Closed -$1.64K – 298
2024
Q3 		$1.64K Buy
+10
New +$1.54K ﹤0.01% 507
2024
Q1 		– Sell
-10
Closed -$1.3K – 273
2023
Q4 		$1.3K Buy
+10
New +$1.13K ﹤0.01% 510

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest Financial Advisors's ICE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Intercontinental Exchange (ICE) in Q4 2024, closing a stake of 10 shares — an estimated $1.64K sold.

Northwest Financial Advisors first reported a position in ICE in Q4 2023 and held it in 2 quarters. The position peaked at $1.64K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold ICE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Intercontinental Exchange position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 10 Intercontinental Exchange shares in Q4 2024, an estimated $1.64K.
  • Northwest Financial Advisors first reported a position in Intercontinental Exchange in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Intercontinental Exchange position peaked at $1.64K in Q3 2024.
  • 1,670 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.