BDO Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

BDO 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
2023 Q2	$6.25K	Buy	215 +22	+11%	+$801	﹤0.01%	750
2023 Q1	$9.98K	Hold	193	–	–	﹤0.01%	704
2022 Q4	$9.78K	Buy	+193	New	+$10.1K	﹤0.01%	686
2019 Q2	–	Sell	-799	Closed	-$58K	–	643
2019 Q1	$58K	Hold	799	–	–	0.02%	266
2018 Q4	$46K	Hold	799	–	–	0.02%	267
2018 Q3	$57K	Hold	799	–	–	0.02%	274
2018 Q2	$57K	Sell	799 -750	-48%	-$50.5K	0.02%	276
2018 Q1	$88K	Hold	1,549	–	–	0.03%	192
2017 Q4	$82K	Hold	1,549	–	–	0.04%	165
2017 Q3	$85K	Hold	1,549	–	–	0.04%	144
2017 Q2	$80K	Buy	+1,549	New	+$77.5K	0.03%	188

Other funds holding IEP

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

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

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

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

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

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

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

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

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

BDO Wealth Advisors's IEP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Icahn Enterprises (IEP) stake by 11% in Q2 2023, buying an estimated $801 and bringing the position to 215 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

BDO Wealth Advisors first reported a position in IEP in Q2 2017 and has held it in 11 quarters since. The position peaked at $88K in Q1 2018. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

BDO Wealth Advisors held 215 shares of Icahn Enterprises worth $6.25K as of Q2 2023.
BDO Wealth Advisors bought 22 Icahn Enterprises shares in Q2 2023, an estimated $801.
Icahn Enterprises made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #750 holding.
BDO Wealth Advisors first reported a position in Icahn Enterprises in Q2 2017 and has held it in 11 quarters since.
BDO Wealth Advisors's Icahn Enterprises position peaked at $88K in Q1 2018.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.