Resurgent Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

Resurgent 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
2025 Q1	–	Sell	-3,928	Closed	-$585K	–	185
2024 Q4	$585K	Sell	3,928 -179	-4%	-$28.4K	0.34%	86
2024 Q3	$660K	Buy	4,107 +91	+2%	+$14K	0.39%	75
2024 Q2	$550K	Buy	4,016 +606	+18%	+$81.4K	0.34%	84
2024 Q1	$469K	Buy	3,410 +2,993	+718%	+$398K	0.25%	110
2023 Q4	$53.6K	Sell	417 -9	-2%	-$1.02K	0.03%	324
2023 Q3	$46.9K	Sell	426 -262	-38%	-$30K	0.03%	337
2023 Q2	$77.8K	Buy	688 +31	+5%	+$3.36K	0.05%	269
2023 Q1	$68.5K	Sell	657 -1,201	-65%	-$125K	0.05%	285
2022 Q4	$191K	Buy	+1,858	New	+$185K	0.1%	210

Other funds holding ICE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resurgent Financial Advisors's ICE Position: Q1 2025 in Review

Resurgent Financial Advisors sold out of Intercontinental Exchange (ICE) in Q1 2025, closing a stake of 3,928 shares — an estimated $585K sold.

Resurgent Financial Advisors first reported a position in ICE in Q4 2022 and held it in 9 quarters. The position peaked at $660K in Q3 2024. 1,717 funds tracked by Wall St. Rank hold ICE as of Q1 2025.

Resurgent Financial Advisors reported no remaining Intercontinental Exchange position as of Q1 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 3,928 Intercontinental Exchange shares in Q1 2025, an estimated $585K.
Resurgent Financial Advisors first reported a position in Intercontinental Exchange in Q4 2022 and held it in 9 quarters.
Resurgent Financial Advisors's Intercontinental Exchange position peaked at $660K in Q3 2024.
1,717 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2025.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.