Garden State Investment Advisory Services’s Icahn Enterprises IEP Stock Holding History

Garden State Investment Advisory Services’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	-18,004	Closed	-$309K	–	261
2023 Q4	$309K	Sell	18,004 -9,404	-34%	-$165K	0.12%	154
2023 Q3	$542K	Sell	27,408 -4,901	-15%	-$124K	0.25%	84
2023 Q2	$938K	Buy	32,309 +2,679	+9%	+$97.5K	0.37%	53
2023 Q1	$1.53M	Sell	29,630 -982	-3%	-$51.9K	0.66%	29
2022 Q4	$1.55M	Buy	+30,612	New	+$1.6M	0.92%	22

Other funds holding IEP

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Garden State Investment Advisory Services's IEP Position: Q1 2024 in Review

Garden State Investment Advisory Services sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 18,004 shares — an estimated $309K sold.

Garden State Investment Advisory Services first reported a position in IEP in Q4 2022 and held it in 5 quarters. The position peaked at $1.55M in Q4 2022. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

Garden State Investment Advisory Services reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 18,004 Icahn Enterprises shares in Q1 2024, an estimated $309K.
Garden State Investment Advisory Services first reported a position in Icahn Enterprises in Q4 2022 and held it in 5 quarters.
Garden State Investment Advisory Services's Icahn Enterprises position peaked at $1.55M in Q4 2022.
124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.