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B. Riley Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-17,377
Closed -$344K – 1497
2024
Q1 		$344K Buy
+17,377
New +$319K 0.01% 979
2023
Q4 		– Sell
-17,377
Closed -$344K – 1455
2023
Q3 		$344K Buy
17,377
+6,201
+55% +$157K 0.01% 979
2023
Q2 		$327K Sell
11,176
-4,003
-26% -$146K 0.01% 1077
2023
Q1 		$814K Buy
15,179
+59
+0.4% +$3.12K 0.02% 607
2022
Q4 		$766K Sell
15,120
-274
-2% -$14.3K 0.02% 633
2022
Q3 		$765K Buy
15,394
+5,356
+53% +$276K 0.02% 592
2022
Q2 		$484K Sell
10,038
-1,998
-17% -$104K 0.02% 672
2022
Q1 		$626K Buy
12,036
+395
+3% +$21.2K 0.02% 640
2021
Q4 		$578K Sell
11,641
-4,371
-27% -$233K 0.02% 737
2021
Q3 		$800K Buy
16,012
+57
+0.4% +$3.15K 0.03% 594
2021
Q2 		$878K Sell
15,955
-2,541
-14% -$145K 0.03% 553
2021
Q1 		$994K Buy
18,496
+1,354
+8% +$79.8K 0.04% 481
2020
Q4 		$869K Buy
17,142
+2,113
+14% +$108K 0.05% 369
2020
Q3 		$741K Buy
15,029
+293
+2% +$14.8K 0.04% 394
2020
Q2 		$715K Sell
14,736
-87
-0.6% -$4.28K 0.05% 346
2020
Q1 		$718K Sell
14,823
-1,023
-6% -$61.9K 0.06% 298
2019
Q4 		$975K Sell
15,846
-1,048
-6% -$67.8K 0.08% 247
2019
Q3 		$1.08M Sell
16,894
-1,082
-6% -$76.9K 0.11% 211
2019
Q2 		$1.3M Sell
17,976
-1,070
-6% -$77.6K 0.14% 154
2019
Q1 		$1.38M Sell
19,046
-188
-1% -$13.1K 0.17% 128
2018
Q4 		$1.1M Sell
19,234
-661
-3% -$43.9K 0.16% 141
2018
Q3 		$1.41M Buy
19,895
+68
+0.3% +$5.04K 0.17% 140
2018
Q2 		$1.41M Sell
19,827
-965
-5% -$65K 0.19% 132
2018
Q1 		$1.19M Buy
20,792
+949
+5% +$54.2K 0.17% 143
2017
Q4 		$1.05M Buy
19,843
+3,239
+20% +$176K 0.14% 172
2017
Q3 		$911K Buy
16,604
+882
+6% +$46.4K 0.15% 154
2017
Q2 		$813K Sell
15,722
-796
-5% -$39.8K 0.15% 175
2017
Q1 		$847K Sell
16,518
-1,044
-6% -$58.9K 0.17% 148
2016
Q4 		$1.05M Sell
17,562
-3,756
-18% -$202K 0.21% 119
2016
Q3 		$1.08M Buy
21,318
+1,426
+7% +$75.3K 0.21% 120
2016
Q2 		$1.07M Buy
19,892
+2,337
+13% +$133K 0.22% 122
2016
Q1 		$1.11M Buy
17,555
+1,691
+11% +$97.3K 0.26% 92
2015
Q4 		$973K Buy
15,864
+1,588
+11% +$115K 0.2% 134
2015
Q3 		$957K Buy
14,276
+4,301
+43% +$324K 0.23% 115
2015
Q2 		$866K Buy
9,975
+804
+9% +$72.5K 0.22% 123
2015
Q1 		$822K Sell
9,171
-4,949
-35% -$467K 0.2% 136
2014
Q4 		$6.72K Buy
14,120
+11,970
+557% +$1.21M 0.14% 167
2014
Q3 		$228K Sell
2,150
-2,150
-50% -$228K 0.06% 463
2014
Q2 		$215K Buy
+4,300
New +$431K 0.05% 425

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors's IEP Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 17,377 shares — an estimated $344K sold.

B. Riley Wealth Advisors first reported a position in IEP in Q2 2014 and held it in 39 quarters. The position peaked at $1.41M in Q2 2018. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,377 Icahn Enterprises shares in Q2 2024, an estimated $344K.
  • B. Riley Wealth Advisors first reported a position in Icahn Enterprises in Q2 2014 and held it in 39 quarters.
  • B. Riley Wealth Advisors's Icahn Enterprises position peaked at $1.41M in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.