West Branch Capital’s Intercontinental Exchange ICE Stock Holding History

West Branch Capital’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	-19	Closed	-$2.83K	–	551
2024 Q4	$2.83K	Buy	+19	New	+$3.01K	﹤0.01%	362
2022 Q1	–	Sell	-165	Closed	-$23K	–	448
2021 Q4	$23K	Hold	165	–	–	0.01%	252
2021 Q3	$19K	Hold	165	–	–	0.01%	247
2021 Q2	$20K	Buy	+165	New	+$19K	0.01%	250

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 $3.38T AUM 44.17% 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

West Branch Capital's ICE Position: Q1 2025 in Review

West Branch Capital sold out of Intercontinental Exchange (ICE) in Q1 2025, closing a stake of 19 shares — an estimated $2.83K sold.

West Branch Capital first reported a position in ICE in Q2 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 1,718 funds tracked by Wall St. Rank hold ICE as of Q1 2025.

West Branch Capital reported no remaining Intercontinental Exchange position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 19 Intercontinental Exchange shares in Q1 2025, an estimated $2.83K.
West Branch Capital first reported a position in Intercontinental Exchange in Q2 2021 and held it in 4 quarters.
West Branch Capital's Intercontinental Exchange position peaked at $23K in Q4 2021.
1,718 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.