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Advocacy Wealth Management Services’s Icahn Enterprises IEP Stock Holding History

Advocacy Wealth Management Services’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
2020
Q4 		– Sell
-200
Closed -$10K – 144
2020
Q3 		$10K Hold
200
– – ﹤0.01% 114
2020
Q2 		$10K Hold
200
– – ﹤0.01% 110
2020
Q1 		$9K Buy
+200
New +$12.1K ﹤0.01% 99

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advocacy Wealth Management Services's IEP Position: Q4 2020 in Review

Advocacy Wealth Management Services sold out of Icahn Enterprises (IEP) in Q4 2020, closing a stake of 200 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in IEP in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 105 funds tracked by Wall St. Rank hold IEP as of Q4 2020.

  • Advocacy Wealth Management Services reported no remaining Icahn Enterprises position as of Q4 2020 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 Icahn Enterprises shares in Q4 2020, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in Icahn Enterprises in Q1 2020 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Icahn Enterprises position peaked at $10K in Q3 2020.
  • 105 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2020, filed 6 Jan 2021.