Baldwin Wealth Partners’s Icahn Enterprises IEP Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-4	Closed	-$54	–	609
2024 Q3	$54	Hold	4	–	–	﹤0.01%	1074
2024 Q2	$66	Hold	4	–	–	﹤0.01%	774
2024 Q1	$68	Hold	4	–	–	﹤0.01%	694
2023 Q4	$69	Sell	4 -72	-95%	-$1.26K	﹤0.01%	723
2023 Q3	$1.5K	Buy	76 +3	+4%	+$76	﹤0.01%	691
2023 Q2	$2.12K	Sell	73 -599	-89%	-$21.8K	﹤0.01%	697
2023 Q1	$34.7K	Hold	672	–	–	﹤0.01%	468
2022 Q4	$34K	Buy	672 +25	+4%	+$1.3K	﹤0.01%	470
2022 Q3	$32K	Buy	647 +24	+4%	+$1.24K	﹤0.01%	390
2022 Q2	$30K	Buy	623 +45	+8%	+$2.34K	﹤0.01%	423
2022 Q1	$30K	Hold	578	–	–	﹤0.01%	440
2021 Q4	$29K	Buy	578 +22	+4%	+$1.17K	﹤0.01%	410
2021 Q3	$28K	Buy	556 +21	+4%	+$1.16K	﹤0.01%	416
2021 Q2	$29K	Buy	535 +35	+7%	+$1.99K	﹤0.01%	425
2021 Q1	$27K	Hold	500	–	–	﹤0.01%	421
2020 Q4	$25K	Hold	500	–	–	﹤0.01%	383
2020 Q3	$25K	Hold	500	–	–	﹤0.01%	364
2020 Q2	$24K	Hold	500	–	–	﹤0.01%	371
2020 Q1	$24K	Hold	500	–	–	﹤0.01%	359
2019 Q4	$31K	Hold	500	–	–	﹤0.01%	367
2019 Q3	$32K	Hold	500	–	–	﹤0.01%	358
2019 Q2	$36K	Hold	500	–	–	0.01%	347
2019 Q1	$36K	Buy	+500	New	+$34.9K	0.01%	335

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Baldwin Wealth Partners's IEP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Icahn Enterprises (IEP) in Q4 2024, closing a stake of 4 shares — an estimated $54 sold.

Baldwin Wealth Partners first reported a position in IEP in Q1 2019 and held it in 23 quarters. The position peaked at $36K in Q2 2019. 121 funds tracked by Wall St. Rank hold IEP as of Q4 2024.

Baldwin Wealth Partners reported no remaining Icahn Enterprises position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4 Icahn Enterprises shares in Q4 2024, an estimated $54.
Baldwin Wealth Partners first reported a position in Icahn Enterprises in Q1 2019 and held it in 23 quarters.
Baldwin Wealth Partners's Icahn Enterprises position peaked at $36K in Q2 2019.
121 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.