GM Advisory Group’s Icahn Enterprises IEP Stock Holding History

GM Advisory Group’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
2023 Q1	–	Sell	-5,831	Closed	-$295K	–	188
2022 Q4	$295K	Buy	5,831 +60	+1%	+$3.13K	0.03%	141
2022 Q3	$287K	Buy	5,771 +131	+2%	+$6.76K	0.04%	147
2022 Q2	$271K	Buy	5,640 +680	+14%	+$35.3K	0.04%	150
2022 Q1	$258K	Buy	+4,960	New	+$266K	0.03%	163

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

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

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

GM Advisory Group's IEP Position: Q1 2023 in Review

GM Advisory Group sold out of Icahn Enterprises (IEP) in Q1 2023, closing a stake of 5,831 shares — an estimated $295K sold.

GM Advisory Group first reported a position in IEP in Q1 2022 and held it in 4 quarters. The position peaked at $295K in Q4 2022. 172 funds tracked by Wall St. Rank hold IEP as of Q1 2023.

GM Advisory Group reported no remaining Icahn Enterprises position as of Q1 2023 after selling out during the quarter.
GM Advisory Group sold 5,831 Icahn Enterprises shares in Q1 2023, an estimated $295K.
GM Advisory Group first reported a position in Icahn Enterprises in Q1 2022 and held it in 4 quarters.
GM Advisory Group's Icahn Enterprises position peaked at $295K in Q4 2022.
172 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2023.

Based on GM Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.