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DFPG Investments’s Icahn Enterprises IEP Stock Holding History

DFPG Investments’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
Q1 		– Sell
-7,094
Closed -$376K – 522
2022
Q4 		$376K Buy
+7,094
New +$370K 0.06% 307

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DFPG Investments's IEP Position: Q1 2023 in Review

DFPG Investments sold out of Icahn Enterprises (IEP) in Q1 2023, closing a stake of 7,094 shares — an estimated $376K sold.

DFPG Investments first reported a position in IEP in Q4 2022 and held it in 1 quarter. The position peaked at $376K in Q4 2022. 172 funds tracked by Wall St. Rank hold IEP as of Q1 2023.

  • DFPG Investments reported no remaining Icahn Enterprises position as of Q1 2023 after selling out during the quarter.
  • DFPG Investments sold 7,094 Icahn Enterprises shares in Q1 2023, an estimated $376K.
  • DFPG Investments first reported a position in Icahn Enterprises in Q4 2022 and held it in 1 quarter.
  • DFPG Investments's Icahn Enterprises position peaked at $376K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2023.

Based on DFPG Investments's 13F filing for Q1 2023, filed 11 Apr 2023.