EPM
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Equitec Proprietary Markets’s Icahn Enterprises IEP Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-221
Closed -$3.8K – 105
2023
Q4 		$3.8K Buy
221
+12
+6% +$210 ﹤0.01% 74
2023
Q3 		$4.13K Buy
+209
New +$5.28K ﹤0.01% 92
2016
Q1 		– Sell
-500
Closed -$31K – 154
2015
Q4 		$31K Buy
+500
New +$36.2K ﹤0.01% 128

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Equitec Proprietary Markets's IEP Position: Q1 2024 in Review

Equitec Proprietary Markets sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 221 shares — an estimated $3.8K sold.

Equitec Proprietary Markets first reported a position in IEP in Q4 2015 and held it in 3 quarters. The position peaked at $31K in Q4 2015. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Equitec Proprietary Markets reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Equitec Proprietary Markets sold 221 Icahn Enterprises shares in Q1 2024, an estimated $3.8K.
  • Equitec Proprietary Markets first reported a position in Icahn Enterprises in Q4 2015 and held it in 3 quarters.
  • Equitec Proprietary Markets's Icahn Enterprises position peaked at $31K in Q4 2015.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Equitec Proprietary Markets's 13F filing for Q1 2024, filed 26 Apr 2024.