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Pacific Capital Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Pacific Capital 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
Q4 		– Sell
-106
Closed -$17K – 443
2024
Q3 		$17K Hold
106
– – ﹤0.01% 256
2024
Q2 		$14.5K Buy
+106
New +$14.2K ﹤0.01% 273

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

Pacific Capital Wealth Advisors's ICE Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q4 2024, closing a stake of 106 shares — an estimated $17K sold.

Pacific Capital Wealth Advisors first reported a position in ICE in Q2 2024 and held it in 2 quarters. The position peaked at $17K in Q3 2024. 1,664 funds tracked by Wall St. Rank hold ICE as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Intercontinental Exchange position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 106 Intercontinental Exchange shares in Q4 2024, an estimated $17K.
  • Pacific Capital Wealth Advisors first reported a position in Intercontinental Exchange in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Intercontinental Exchange position peaked at $17K in Q3 2024.
  • 1,664 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.