HC Financial Advisors’s Icahn Enterprises IEP Stock Holding History

HC Financial Advisors’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
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	263
2022 Q1	$8K	Hold	150	–	–	﹤0.01%	250
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	266
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	257
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	262
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	269
2020 Q4	$8K	Hold	150	–	–	0.01%	277
2020 Q3	$7K	Hold	150	–	–	0.01%	287
2020 Q2	$7K	Hold	150	–	–	0.01%	266
2020 Q1	$7K	Buy	+150	New	+$9.07K	0.01%	265

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 $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

HC Financial Advisors's IEP Position: Q2 2022 in Review

HC Financial Advisors held its Icahn Enterprises (IEP) position steady in Q2 2022 at 150 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

HC Financial Advisors first reported a position in IEP in Q1 2020 and has held it in 10 quarters since. The position peaked at $8K in Q1 2022. 148 funds tracked by Wall St. Rank hold IEP as of Q2 2022.

HC Financial Advisors held 150 shares of Icahn Enterprises worth $7K as of Q2 2022.
HC Financial Advisors left its Icahn Enterprises share count unchanged in Q2 2022.
Icahn Enterprises made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #263 holding.
HC Financial Advisors first reported a position in Icahn Enterprises in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Icahn Enterprises position peaked at $8K in Q1 2022.
148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.