Atlas Private Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-1,626	Closed	-$81K	–	405
2021 Q3	$81K	Buy	+1,626	New	+$89.8K	0.04%	193

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Advisors's IEP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Icahn Enterprises (IEP) in Q4 2021, closing a stake of 1,626 shares — an estimated $81K sold.

Atlas Private Wealth Advisors first reported a position in IEP in Q3 2021 and held it in 1 quarter. The position peaked at $81K in Q3 2021. 139 funds tracked by Wall St. Rank hold IEP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Icahn Enterprises position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,626 Icahn Enterprises shares in Q4 2021, an estimated $81K.
Atlas Private Wealth Advisors first reported a position in Icahn Enterprises in Q3 2021 and held it in 1 quarter.
Atlas Private Wealth Advisors's Icahn Enterprises position peaked at $81K in Q3 2021.
139 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.