Global Wealth Management Investment Advisory’s Icahn Enterprises IEP Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-512	Closed	-$25K	–	524
2020 Q2	$25K	Hold	512	–	–	0.01%	256
2020 Q1	$25K	Hold	512	–	–	0.01%	234
2019 Q4	$31K	Hold	512	–	–	0.01%	224
2019 Q3	$33K	Hold	512	–	–	0.02%	204
2019 Q2	$37K	Hold	512	–	–	0.02%	196
2019 Q1	$37K	Hold	512	–	–	0.02%	235
2018 Q4	$29K	Buy	+512	New	+$34K	0.02%	260

Other funds holding IEP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's IEP Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Icahn Enterprises (IEP) in Q3 2020, closing a stake of 512 shares — an estimated $25K sold.

Global Wealth Management Investment Advisory first reported a position in IEP in Q4 2018 and held it in 7 quarters. The position peaked at $37K in Q2 2019. 97 funds tracked by Wall St. Rank hold IEP as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Icahn Enterprises position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 512 Icahn Enterprises shares in Q3 2020, an estimated $25K.
Global Wealth Management Investment Advisory first reported a position in Icahn Enterprises in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Icahn Enterprises position peaked at $37K in Q2 2019.
97 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.