Gradient Investments’s Icahn Enterprises IEP Stock Holding History

Gradient Investments’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	-83	Closed	-$1.37K	–	785
2024 Q2	$1.37K	Buy	+83	New	+$1.41K	﹤0.01%	1035
2024 Q1	–	Sell	-1,000	Closed	-$17.2K	–	1519
2023 Q4	$17.2K	Sell	1,000 -200	-17%	-$3.5K	﹤0.01%	731
2023 Q3	$23.7K	Sell	1,200 -555	-32%	-$14K	﹤0.01%	645
2023 Q2	$50.9K	Buy	1,755 +438	+33%	+$15.9K	﹤0.01%	499
2023 Q1	$68.1K	Buy	1,317 +117	+10%	+$6.19K	﹤0.01%	433
2022 Q4	$60.8K	Hold	1,200	–	–	﹤0.01%	462
2022 Q3	$60K	Buy	1,200 +1,000	+500%	+$51.6K	﹤0.01%	443
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	766
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	772
2021 Q4	$10K	Buy	+200	New	+$10.6K	﹤0.01%	792

Other funds holding IEP

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

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

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

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's IEP Position: Q3 2024 in Review

Gradient Investments sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 83 shares — an estimated $1.37K sold.

Gradient Investments first reported a position in IEP in Q4 2021 and held it in 10 quarters. The position peaked at $68.1K in Q1 2023. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

Gradient Investments reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 83 Icahn Enterprises shares in Q3 2024, an estimated $1.37K.
Gradient Investments first reported a position in Icahn Enterprises in Q4 2021 and held it in 10 quarters.
Gradient Investments's Icahn Enterprises position peaked at $68.1K in Q1 2023.
123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.