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Beaird Harris Wealth Management’s Icahn Enterprises IEP Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-533
Closed -$8.78K – 615
2024
Q2 		$8.78K Buy
533
+43
+9% +$729 ﹤0.01% 386
2024
Q1 		$8.33K Buy
490
+290
+145% +$5.33K ﹤0.01% 341
2023
Q4 		$3.44K Buy
200
+11
+6% +$192 ﹤0.01% 415
2023
Q3 		$3.73K Sell
189
-176
-48% -$4.45K ﹤0.01% 326
2023
Q2 		$10.6K Buy
+365
New +$13.3K ﹤0.01% 263

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaird Harris Wealth Management's IEP Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 533 shares — an estimated $8.78K sold.

Beaird Harris Wealth Management first reported a position in IEP in Q2 2023 and held it in 5 quarters. The position peaked at $10.6K in Q2 2023. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 533 Icahn Enterprises shares in Q3 2024, an estimated $8.78K.
  • Beaird Harris Wealth Management first reported a position in Icahn Enterprises in Q2 2023 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Icahn Enterprises position peaked at $10.6K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.