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Atria Wealth Solutions’s Icahn Enterprises IEP Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,938
Closed -$373K – 1924
2023
Q1 		$373K Buy
+6,938
New +$367K 0.01% 1302
2022
Q4 		– Sell
-4,935
Closed -$245K – 1840
2022
Q3 		$245K Buy
4,935
+422
+9% +$21.8K ﹤0.01% 1434
2022
Q2 		$217K Buy
+4,513
New +$234K ﹤0.01% 1410

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return