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Consolidated Planning Corp’s Icahn Enterprises IEP Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-445
Closed -$22K – 235
2021
Q3 		$22K Buy
+445
New +$24.6K 0.01% 240

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Consolidated Planning Corp's IEP Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Icahn Enterprises (IEP) in Q4 2021, closing a stake of 445 shares — an estimated $22K sold.

Consolidated Planning Corp first reported a position in IEP in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 139 funds tracked by Wall St. Rank hold IEP as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Icahn Enterprises position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 445 Icahn Enterprises shares in Q4 2021, an estimated $22K.
  • Consolidated Planning Corp first reported a position in Icahn Enterprises in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Icahn Enterprises position peaked at $22K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.