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Apollon Wealth Management’s Icahn Enterprises IEP Stock Holding History

Apollon Wealth Management’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
2023
Q4 		– Sell
-27,635
Closed -$547K – 1088
2023
Q3 		$547K Buy
27,635
+1,278
+5% +$32.3K 0.03% 528
2023
Q2 		$765K Buy
26,357
+13,024
+98% +$474K 0.04% 477
2023
Q1 		$689K Buy
13,333
+529
+4% +$28K 0.04% 435
2022
Q4 		$649K Buy
12,804
+801
+7% +$41.8K 0.05% 423
2022
Q3 		$596K Buy
+12,003
New +$619K 0.05% 398

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apollon Wealth Management's IEP Position: Q4 2023 in Review

Apollon Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2023, closing a stake of 27,635 shares — an estimated $547K sold.

Apollon Wealth Management first reported a position in IEP in Q3 2022 and held it in 5 quarters. The position peaked at $765K in Q2 2023. 137 funds tracked by Wall St. Rank hold IEP as of Q4 2023.

  • Apollon Wealth Management reported no remaining Icahn Enterprises position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 27,635 Icahn Enterprises shares in Q4 2023, an estimated $547K.
  • Apollon Wealth Management first reported a position in Icahn Enterprises in Q3 2022 and held it in 5 quarters.
  • Apollon Wealth Management's Icahn Enterprises position peaked at $765K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.