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Capasso Planning Partners’s Icahn Enterprises IEP Stock Holding History

Capasso Planning 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
2022
Q2 		– Sell
-5,040
Closed -$262K – 94
2022
Q1 		$262K Hold
5,040
– – 0.18% 72
2021
Q4 		$250K Buy
+5,040
New +$268K 0.18% 70

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capasso Planning Partners's IEP Position: Q2 2022 in Review

Capasso Planning Partners sold out of Icahn Enterprises (IEP) in Q2 2022, closing a stake of 5,040 shares — an estimated $262K sold.

Capasso Planning Partners first reported a position in IEP in Q4 2021 and held it in 2 quarters. The position peaked at $262K in Q1 2022. 148 funds tracked by Wall St. Rank hold IEP as of Q2 2022.

  • Capasso Planning Partners reported no remaining Icahn Enterprises position as of Q2 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 5,040 Icahn Enterprises shares in Q2 2022, an estimated $262K.
  • Capasso Planning Partners first reported a position in Icahn Enterprises in Q4 2021 and held it in 2 quarters.
  • Capasso Planning Partners's Icahn Enterprises position peaked at $262K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2022.

Based on Capasso Planning Partners's 13F filing for Q2 2022, filed 11 Aug 2022.