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Gilliland Jeter Wealth Management’s Icahn Enterprises IEP Stock Holding History

Gilliland Jeter Wealth Management’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
-117
Closed -$1.93K – 684
2024
Q2 		$1.93K Sell
117
-189
-62% -$3.2K ﹤0.01% 602
2024
Q1 		$5.21K Buy
+306
New +$5.62K ﹤0.01% 490

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

Gilliland Jeter Wealth Management's IEP Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 117 shares — an estimated $1.93K sold.

Gilliland Jeter Wealth Management first reported a position in IEP in Q1 2024 and held it in 2 quarters. The position peaked at $5.21K in Q1 2024. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 117 Icahn Enterprises shares in Q3 2024, an estimated $1.93K.
  • Gilliland Jeter Wealth Management first reported a position in Icahn Enterprises in Q1 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Icahn Enterprises position peaked at $5.21K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.