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Colonial Trust Advisors’s Icahn Enterprises IEP Stock Holding History

Colonial Trust 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
2026
Q1 		– Sell
-100
Closed -$755 – 743
2025
Q4 		$755 Hold
100
– – ﹤0.01% 666
2025
Q3 		$842 Hold
100
– – ﹤0.01% 646
2025
Q2 		$805 Hold
100
– – ﹤0.01% 656
2025
Q1 		$906 Hold
100
– – ﹤0.01% 639
2024
Q4 		$867 Hold
100
– – ﹤0.01% 638
2024
Q3 		$1.35K Hold
100
– – ﹤0.01% 699
2024
Q2 		$1.65K Buy
+100
New +$1.7K ﹤0.01% 682

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return