Wipfli Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

Wipfli 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 Q3	$530K	Buy	+5,869	New	+$588K	0.04%	213

Other funds holding ICE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's ICE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Intercontinental Exchange (ICE) in Q3 2022: 5,869 shares worth $530K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings.

1,213 funds tracked by Wall St. Rank hold ICE as of Q3 2022.

Wipfli Financial Advisors held 5,869 shares of Intercontinental Exchange worth $530K as of Q3 2022.
Intercontinental Exchange was a new Wipfli Financial Advisors position in Q3 2022.
Intercontinental Exchange made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #213 holding.
1,213 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.