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WealthPLAN Partners’s Intercontinental Exchange ICE Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-11
Closed -$1.24K – 675
2023
Q2 		$1.24K Hold
11
– – ﹤0.01% 1123
2023
Q1 		$1.15K Buy
+11
New +$1.15K ﹤0.01% 1194
2015
Q4 		$3.34K Buy
+195
New +$9.81K ﹤0.01% 1422
2015
Q2 		$3K Sell
60
-30
-33% -$1.39K ﹤0.01% 364
2015
Q1 		$3K Buy
+90
New +$4.06K ﹤0.01% 460

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

WealthPLAN Partners's ICE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Intercontinental Exchange (ICE) in Q3 2023, closing a stake of 11 shares — an estimated $1.24K sold.

WealthPLAN Partners first reported a position in ICE in Q1 2015 and held it in 5 quarters. The position peaked at $3.34K in Q4 2015. 1,302 funds tracked by Wall St. Rank hold ICE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Intercontinental Exchange position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 11 Intercontinental Exchange shares in Q3 2023, an estimated $1.24K.
  • WealthPLAN Partners first reported a position in Intercontinental Exchange in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Intercontinental Exchange position peaked at $3.34K in Q4 2015.
  • 1,302 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.