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Advisornet Financial’s Icahn Enterprises IEP Stock Holding History

Advisornet Financial’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,335
Closed -$625K – 2264
2023
Q4 		$625K Buy
36,335
+5,779
+19% +$101K 0.06% 284
2023
Q3 		$604K Buy
30,556
+4,157
+16% +$105K 0.05% 273
2023
Q2 		$766K Buy
26,399
+3,112
+13% +$113K 0.07% 243
2023
Q1 		$1.2M Sell
23,287
-62
-0.3% -$3.28K 0.11% 190
2022
Q4 		$1.18M Buy
23,349
+2,422
+12% +$126K 0.12% 184
2022
Q3 		$1.04M Buy
20,927
+732
+4% +$37.8K 0.1% 203
2022
Q2 		$972K Buy
20,195
+1,764
+10% +$91.6K 0.1% 211
2022
Q1 		$957K Buy
18,431
+220
+1% +$11.8K 0.06% 260
2021
Q4 		$903K Sell
18,211
-319
-2% -$17K 0.06% 283
2021
Q3 		$926K Buy
18,530
+1,637
+10% +$90.4K 0.06% 249
2021
Q2 		$929K Buy
16,893
+1,536
+10% +$87.4K 0.06% 269
2021
Q1 		$825K Buy
15,357
+1,492
+11% +$87.9K 0.06% 279
2020
Q4 		$703K Buy
13,865
+1,096
+9% +$55.8K 0.06% 284
2020
Q3 		$630K Buy
12,769
+301
+2% +$15.2K 0.05% 300
2020
Q2 		$605K Buy
12,468
+688
+6% +$33.8K 0.05% 307
2020
Q1 		$570K Buy
11,780
+11,543
+4,870% +$698K 0.05% 276
2019
Q4 		$15K Buy
+237
New +$15.3K ﹤0.01% 1268
2018
Q3 		– Sell
-200
Closed -$14K – 1540
2018
Q2 		$14K Buy
+200
New +$13.5K ﹤0.01% 1043

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's IEP Position: Q1 2024 in Review

Advisornet Financial sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 36,335 shares — an estimated $625K sold.

Advisornet Financial first reported a position in IEP in Q2 2018 and held it in 18 quarters. The position peaked at $1.2M in Q1 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Advisornet Financial reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 36,335 Icahn Enterprises shares in Q1 2024, an estimated $625K.
  • Advisornet Financial first reported a position in Icahn Enterprises in Q2 2018 and held it in 18 quarters.
  • Advisornet Financial's Icahn Enterprises position peaked at $1.2M in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.