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Cetera Advisor Networks’s Icahn Enterprises IEP Stock Holding History

Cetera Advisor Networks’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
Q1 		$210K Sell
12,364
-967
-7% -$17.8K ﹤0.01% 2554
2023
Q4 		$229K Buy
13,331
+417
+3% +$7.3K ﹤0.01% 2430
2023
Q3 		$255K Sell
12,914
-704
-5% -$17.8K ﹤0.01% 2246
2023
Q2 		$395K Buy
13,618
+3,374
+33% +$123K ﹤0.01% 1892
2023
Q1 		$530K Buy
10,244
+1,646
+19% +$87K ﹤0.01% 1654
2022
Q4 		$435K Buy
8,598
+798
+10% +$41.6K ﹤0.01% 1747
2022
Q3 		$387K Buy
7,800
+1,156
+17% +$59.6K ﹤0.01% 1447
2022
Q2 		$319K Buy
6,644
+1,003
+18% +$52.1K ﹤0.01% 1577
2022
Q1 		$293K Sell
5,641
-3,686
-40% -$198K ﹤0.01% 1645
2021
Q4 		$463K Buy
9,327
+2,420
+35% +$129K 0.01% 1326
2021
Q3 		$345K Buy
+6,907
New +$381K ﹤0.01% 1442
2020
Q3 		– Sell
-2,103
Closed -$102K – 2056
2020
Q2 		$102K Buy
+2,103
New +$103K ﹤0.01% 1501
2020
Q1 		– Sell
-3,718
Closed -$229K – 1181
2019
Q4 		$229K Buy
+3,718
New +$241K 0.01% 1090
2015
Q3 		– Sell
-2,295
Closed -$204K – 843
2015
Q2 		$204K Hold
2,295
– – 0.01% 758
2015
Q1 		$204K Sell
2,295
-545
-19% -$51.5K 0.01% 762
2014
Q4 		$261K Buy
2,840
+59
+2% +$5.96K 0.02% 662
2014
Q3 		$296K Buy
+2,781
New +$295K 0.02% 610
2014
Q2 		– Sell
-2,666
Closed -$272K – 809
2014
Q1 		$272K Buy
+2,666
New +$294K 0.02% 611

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisor Networks's IEP Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Icahn Enterprises (IEP) stake by 7.3% in Q1 2024, selling an estimated $17.8K and leaving 12,364 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Cetera Advisor Networks first reported a position in IEP in Q1 2014 and has held it in 18 quarters since. The position peaked at $530K in Q1 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Cetera Advisor Networks held 12,364 shares of Icahn Enterprises worth $210K as of Q1 2024.
  • Cetera Advisor Networks sold 967 Icahn Enterprises shares in Q1 2024, an estimated $17.8K.
  • Icahn Enterprises made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2554 holding.
  • Cetera Advisor Networks first reported a position in Icahn Enterprises in Q1 2014 and has held it in 18 quarters since.
  • Cetera Advisor Networks's Icahn Enterprises position peaked at $530K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.