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

B. Riley Wealth Management’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
2022 Q2	$359	Buy	+7,460	New	+$387K	﹤0.01%	492
2015 Q3	–	Sell	-200	Closed	-$17K	–	423
2015 Q2	$17K	Hold	200	–	–	0.01%	640
2015 Q1	$17K	Sell	200 -72	-26%	-$6.8K	0.01%	647
2014 Q4	$25K	Sell	272 -49	-15%	-$4.95K	0.02%	534
2014 Q3	$33K	Buy	321 +51	+19%	+$5.42K	0.02%	500
2014 Q2	$26K	Buy	+270	New	+$27.1K	0.02%	596

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Management's IEP Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Icahn Enterprises (IEP) in Q2 2022: 7,460 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IEP as recently as Q2 2015.

B. Riley Wealth Management first reported a position in IEP in Q2 2014 and has held it in 6 quarters since. The position peaked at $33K in Q3 2014. 148 funds tracked by Wall St. Rank hold IEP as of Q2 2022.

B. Riley Wealth Management held 7,460 shares of Icahn Enterprises worth $359 as of Q2 2022.
Icahn Enterprises was a new B. Riley Wealth Management position in Q2 2022.
Icahn Enterprises made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #492 holding.
B. Riley Wealth Management first reported a position in Icahn Enterprises in Q2 2014 and has held it in 6 quarters since.
B. Riley Wealth Management's Icahn Enterprises position peaked at $33K in Q3 2014.
148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.