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Cornerstone Planning Group’s Icahn Enterprises IEP Stock Holding History

Cornerstone Planning 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
2024
Q2 		– Sell
-34
Closed -$584 – 1298
2024
Q1 		$584 Buy
34
+2
+6% +$37 ﹤0.01% 891
2023
Q4 		$547 Buy
32
+2
+7% +$35 ﹤0.01% 771
2023
Q3 		$593 Hold
30
– – ﹤0.01% 874
2023
Q2 		$871 Buy
+30
New +$1.09K ﹤0.01% 1387

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Planning Group's IEP Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 34 shares — an estimated $584 sold.

Cornerstone Planning Group first reported a position in IEP in Q2 2023 and held it in 4 quarters. The position peaked at $871 in Q2 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 34 Icahn Enterprises shares in Q2 2024, an estimated $584.
  • Cornerstone Planning Group first reported a position in Icahn Enterprises in Q2 2023 and held it in 4 quarters.
  • Cornerstone Planning Group's Icahn Enterprises position peaked at $871 in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.