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Beacon Pointe Advisors’s Icahn Enterprises IEP Stock Holding History

Beacon Pointe 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
Q1 		– Sell
-5,402
Closed -$274K – 1175
2022
Q4 		$274K Sell
5,402
-462
-8% -$24.1K 0.01% 896
2022
Q3 		$294K Sell
5,864
-51
-0.9% -$2.63K 0.01% 803
2022
Q2 		$284K Sell
5,915
-1,603
-21% -$83.2K 0.01% 844
2022
Q1 		$390K Buy
+7,518
New +$403K 0.01% 881

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beacon Pointe Advisors's IEP Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of Icahn Enterprises (IEP) in Q1 2023, closing a stake of 5,402 shares — an estimated $274K sold.

Beacon Pointe Advisors first reported a position in IEP in Q1 2022 and held it in 4 quarters. The position peaked at $390K in Q1 2022. 172 funds tracked by Wall St. Rank hold IEP as of Q1 2023.

  • Beacon Pointe Advisors reported no remaining Icahn Enterprises position as of Q1 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,402 Icahn Enterprises shares in Q1 2023, an estimated $274K.
  • Beacon Pointe Advisors first reported a position in Icahn Enterprises in Q1 2022 and held it in 4 quarters.
  • Beacon Pointe Advisors's Icahn Enterprises position peaked at $390K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.