Avantax Advisory Services’s Icahn Enterprises IEP Stock Holding History

Avantax Advisory Services’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
2025 Q1	–	Sell	-28,911	Closed	-$251K	–	2282
2024 Q4	$251K	Sell	28,911 -10,186	-26%	-$123K	﹤0.01%	1913
2024 Q3	$529K	Buy	39,097 +162	+0.4%	+$2.45K	﹤0.01%	1380
2024 Q2	$642K	Buy	38,935 +25,805	+197%	+$437K	﹤0.01%	1213
2024 Q1	$223K	Sell	13,130 -8,695	-40%	-$160K	﹤0.01%	1482
2023 Q4	$375K	Buy	+21,825	New	+$382K	﹤0.01%	1120
2023 Q2	–	Sell	-6,123	Closed	-$317K	–	1537
2023 Q1	$317K	Buy	+6,123	New	+$324K	﹤0.01%	1126

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's IEP Position: Q1 2025 in Review

Avantax Advisory Services sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 28,911 shares — an estimated $251K sold.

Avantax Advisory Services first reported a position in IEP in Q1 2023 and held it in 6 quarters. The position peaked at $642K in Q2 2024. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

Avantax Advisory Services reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 28,911 Icahn Enterprises shares in Q1 2025, an estimated $251K.
Avantax Advisory Services first reported a position in Icahn Enterprises in Q1 2023 and held it in 6 quarters.
Avantax Advisory Services's Icahn Enterprises position peaked at $642K in Q2 2024.
110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.