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West Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

West 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
2022
Q2 		– Sell
-600
Closed -$79K – 179
2022
Q1 		$79K Hold
600
– – 0.02% 87
2021
Q4 		$82K Hold
600
– – 0.02% 94
2021
Q3 		$69K Hold
600
– – 0.02% 91
2021
Q2 		$71K Buy
600
+400
+200% +$46K 0.02% 84
2021
Q1 		$22K Buy
+200
New +$22.7K 0.01% 107

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Financial Advisors's ICE Position: Q2 2022 in Review

West Financial Advisors sold out of Intercontinental Exchange (ICE) in Q2 2022, closing a stake of 600 shares — an estimated $79K sold.

West Financial Advisors first reported a position in ICE in Q1 2021 and held it in 5 quarters. The position peaked at $82K in Q4 2021. 1,230 funds tracked by Wall St. Rank hold ICE as of Q2 2022.

  • West Financial Advisors reported no remaining Intercontinental Exchange position as of Q2 2022 after selling out during the quarter.
  • West Financial Advisors sold 600 Intercontinental Exchange shares in Q2 2022, an estimated $79K.
  • West Financial Advisors first reported a position in Intercontinental Exchange in Q1 2021 and held it in 5 quarters.
  • West Financial Advisors's Intercontinental Exchange position peaked at $82K in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.