CIBC Private Wealth Group
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CIBC Private Wealth Group’s Icahn Enterprises IEP Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-2,130
Closed -$19.5K – 3180
2024
Q4 		$19.5K Sell
2,130
-1,213
-36% -$14.7K ﹤0.01% 2070
2024
Q3 		$45.2K Buy
3,343
+140
+4% +$2.12K ﹤0.01% 1814
2024
Q2 		$54.8K Buy
3,203
+957
+43% +$16.2K ﹤0.01% 1644
2024
Q1 		$38.1K Buy
+2,246
New +$41.3K ﹤0.01% 1779
2018
Q3 		– Sell
-200
Closed -$14K – 1296
2018
Q2 		$14K Sell
200
-1,818
-90% -$122K ﹤0.01% 1487
2018
Q1 		$115K Buy
2,018
+200
+11% +$11.4K ﹤0.01% 997
2017
Q4 		$96K Buy
+1,818
New +$98.8K ﹤0.01% 1050

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group's IEP Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 2,130 shares — an estimated $19.5K sold.

CIBC Private Wealth Group first reported a position in IEP in Q4 2017 and held it in 7 quarters. The position peaked at $115K in Q1 2018. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,130 Icahn Enterprises shares in Q1 2025, an estimated $19.5K.
  • CIBC Private Wealth Group first reported a position in Icahn Enterprises in Q4 2017 and held it in 7 quarters.
  • CIBC Private Wealth Group's Icahn Enterprises position peaked at $115K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.