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Triad Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-14
Closed -$1.92K – 436
2024
Q2 		$1.92K Buy
+14
New +$1.88K ﹤0.01% 769

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State Street
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Triad Wealth Partners's ICE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Intercontinental Exchange (ICE) in Q3 2024, closing a stake of 14 shares — an estimated $1.92K sold.

Triad Wealth Partners first reported a position in ICE in Q2 2024 and held it in 1 quarter. The position peaked at $1.92K in Q2 2024. 1,600 funds tracked by Wall St. Rank hold ICE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Intercontinental Exchange position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 14 Intercontinental Exchange shares in Q3 2024, an estimated $1.92K.
  • Triad Wealth Partners first reported a position in Intercontinental Exchange in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Intercontinental Exchange position peaked at $1.92K in Q2 2024.
  • 1,600 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.