Cornell Pochily Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Cornell Pochily Investment 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
2023 Q2	–	Sell	-4,400	Closed	-$228K	–	170
2023 Q1	$228K	Buy	4,400 +200	+5%	+$10.6K	0.1%	159
2022 Q4	$213K	Hold	4,200	–	–	0.1%	164
2022 Q3	$209K	Hold	4,200	–	–	0.09%	157
2022 Q2	$202K	Buy	4,200 +110	+3%	+$5.71K	0.09%	162
2022 Q1	$212K	Hold	4,090	–	–	0.08%	162
2021 Q4	$203K	Buy	+4,090	New	+$218K	0.08%	161

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Cornell Pochily Investment Advisors's IEP Position: Q2 2023 in Review

Cornell Pochily Investment Advisors sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 4,400 shares — an estimated $228K sold.

Cornell Pochily Investment Advisors first reported a position in IEP in Q4 2021 and held it in 6 quarters. The position peaked at $228K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Cornell Pochily Investment Advisors reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 4,400 Icahn Enterprises shares in Q2 2023, an estimated $228K.
Cornell Pochily Investment Advisors first reported a position in Icahn Enterprises in Q4 2021 and held it in 6 quarters.
Cornell Pochily Investment Advisors's Icahn Enterprises position peaked at $228K in Q1 2023.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.