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Fortis Group Advisors’s Icahn Enterprises IEP Stock Holding History

Fortis Group 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
Q1 		– Sell
-14,279
Closed -$738K – 522
2023
Q4 		$738K Hold
14,279
– – 0.18% 61
2023
Q3 		$738K Buy
14,279
+3,845
+37% +$97.1K 0.23% 53
2023
Q2 		$303K Sell
10,434
-3,969
-28% -$144K 0.08% 107
2023
Q1 		$732K Buy
+14,403
New +$762K 0.22% 56

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

Fortis Group Advisors's IEP Position: Q1 2024 in Review

Fortis Group Advisors sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 14,279 shares — an estimated $738K sold.

Fortis Group Advisors first reported a position in IEP in Q1 2023 and held it in 4 quarters. The position peaked at $738K in Q4 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Fortis Group Advisors reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 14,279 Icahn Enterprises shares in Q1 2024, an estimated $738K.
  • Fortis Group Advisors first reported a position in Icahn Enterprises in Q1 2023 and held it in 4 quarters.
  • Fortis Group Advisors's Icahn Enterprises position peaked at $738K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.