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	–	1838
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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Atria Wealth Solutions's IEP Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 6,938 shares — an estimated $373K sold.

Atria Wealth Solutions first reported a position in IEP in Q2 2022 and held it in 3 quarters. The position peaked at $373K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Atria Wealth Solutions reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,938 Icahn Enterprises shares in Q2 2023, an estimated $373K.
Atria Wealth Solutions first reported a position in Icahn Enterprises in Q2 2022 and held it in 3 quarters.
Atria Wealth Solutions's Icahn Enterprises position peaked at $373K in Q1 2023.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.