FinTrust Capital Advisors’s Icahn Enterprises IEP Stock Holding History

FinTrust Capital 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
2024 Q3	$10.1K	Hold	748	–	–	﹤0.01%	943
2024 Q2	$12.3K	Hold	748	–	–	﹤0.01%	863
2024 Q1	$12.7K	Sell	748 -112	-13%	-$2.06K	﹤0.01%	810
2023 Q4	$14.8K	Hold	860	–	–	﹤0.01%	761
2023 Q3	$17K	Hold	860	–	–	﹤0.01%	693
2023 Q2	$43.6K	Hold	860	–	–	0.01%	469
2023 Q1	$43.6K	Hold	860	–	–	0.01%	467
2022 Q4	$43.6K	Hold	860	–	–	0.01%	468
2022 Q3	$46K	Hold	860	–	–	0.01%	522
2022 Q2	$44K	Buy	860 +405	+89%	+$21K	0.01%	554
2022 Q1	$24K	Buy	+455	New	+$24.4K	0.01%	717

Other funds holding IEP

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FinTrust Capital Advisors's IEP Position: Q3 2024 in Review

FinTrust Capital Advisors held its Icahn Enterprises (IEP) position steady in Q3 2024 at 748 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

FinTrust Capital Advisors first reported a position in IEP in Q1 2022 and has held it in 11 quarters since. The position peaked at $46K in Q3 2022. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

FinTrust Capital Advisors held 748 shares of Icahn Enterprises worth $10.1K as of Q3 2024.
FinTrust Capital Advisors left its Icahn Enterprises share count unchanged in Q3 2024.
Icahn Enterprises made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #943 holding.
FinTrust Capital Advisors first reported a position in Icahn Enterprises in Q1 2022 and has held it in 11 quarters since.
FinTrust Capital Advisors's Icahn Enterprises position peaked at $46K in Q3 2022.
123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.