FWP
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Firethorn Wealth Partners’s Icahn Enterprises IEP Stock Holding History

Firethorn Wealth Partners’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 		– Sell
-25,192
Closed -$415K – 158
2024
Q2 		$415K Buy
25,192
+7,407
+42% +$126K 0.23% 84
2024
Q1 		$303K Buy
+17,785
New +$327K 0.18% 110
2023
Q3 		– Sell
-9,290
Closed -$270K – 137
2023
Q2 		$270K Buy
9,290
+1,242
+15% +$45.2K 0.2% 88
2023
Q1 		$406K Buy
8,048
+1,838
+30% +$97.2K 0.32% 63
2022
Q4 		$315K Sell
6,210
-1,882
-23% -$98.2K 0.27% 81
2022
Q3 		$402K Buy
8,092
+1,268
+19% +$65.4K 0.37% 68
2022
Q2 		$368K Buy
6,824
+988
+17% +$51.3K 0.3% 73
2022
Q1 		$303K Buy
+5,836
New +$313K 0.23% 90

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return