Golden State Wealth Management’s Icahn Enterprises IEP Stock Holding History

Golden State 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
2020 Q2	–	Sell	-2,500	Closed	-$121K	–	527
2020 Q1	$121K	Buy	+2,500	New	+$151K	0.05%	225
2019 Q4	–	Sell	-2,500	Closed	-$161K	–	466
2019 Q3	$161K	Buy	+2,500	New	+$178K	0.05%	235
2019 Q2	–	Sell	-151	Closed	-$11K	–	1114
2019 Q1	$11K	Buy	+151	New	+$10.5K	﹤0.01%	764

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Wealth Management's IEP Position: Q2 2020 in Review

Golden State Wealth Management sold out of Icahn Enterprises (IEP) in Q2 2020, closing a stake of 2,500 shares — an estimated $121K sold.

Golden State Wealth Management first reported a position in IEP in Q1 2019 and held it in 3 quarters. The position peaked at $161K in Q3 2019. 104 funds tracked by Wall St. Rank hold IEP as of Q2 2020.

Golden State Wealth Management reported no remaining Icahn Enterprises position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 2,500 Icahn Enterprises shares in Q2 2020, an estimated $121K.
Golden State Wealth Management first reported a position in Icahn Enterprises in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Icahn Enterprises position peaked at $161K in Q3 2019.
104 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.