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Atomi Financial Group’s Icahn Enterprises IEP Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-7,950
Closed -$231K – 360
2023
Q2 		$231K Sell
7,950
-98
-1% -$3.57K 0.11% 225
2023
Q1 		$416K Buy
+8,048
New +$426K 0.23% 114

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's IEP Position: Q3 2023 in Review

Atomi Financial Group sold out of Icahn Enterprises (IEP) in Q3 2023, closing a stake of 7,950 shares — an estimated $231K sold.

Atomi Financial Group first reported a position in IEP in Q1 2023 and held it in 2 quarters. The position peaked at $416K in Q1 2023. 137 funds tracked by Wall St. Rank hold IEP as of Q3 2023.

  • Atomi Financial Group reported no remaining Icahn Enterprises position as of Q3 2023 after selling out during the quarter.
  • Atomi Financial Group sold 7,950 Icahn Enterprises shares in Q3 2023, an estimated $231K.
  • Atomi Financial Group first reported a position in Icahn Enterprises in Q1 2023 and held it in 2 quarters.
  • Atomi Financial Group's Icahn Enterprises position peaked at $416K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.