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HHM Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

HHM Wealth 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
2024
Q4 		– Sell
-338
Closed -$4.57K – 1030
2024
Q3 		$4.57K Buy
338
+24
+8% +$363 ﹤0.01% 664
2024
Q2 		$5.17K Buy
314
+35
+13% +$593 ﹤0.01% 630
2024
Q1 		$4.75K Hold
279
– – ﹤0.01% 627
2023
Q4 		$4.8K Buy
279
+16
+6% +$280 ﹤0.01% 631
2023
Q3 		$5.21K Buy
263
+12
+5% +$303 ﹤0.01% 631
2023
Q2 		$7.28K Buy
251
+26
+12% +$946 ﹤0.01% 597
2023
Q1 		$11.6K Hold
225
– – ﹤0.01% 489
2022
Q4 		$11.4K Buy
225
+9
+4% +$469 ﹤0.01% 434
2022
Q3 		$11K Buy
216
+8
+4% +$413 ﹤0.01% 423
2022
Q2 		$10K Buy
+208
New +$10.8K ﹤0.01% 538

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

HHM Wealth Advisors's IEP Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Icahn Enterprises (IEP) in Q4 2024, closing a stake of 338 shares — an estimated $4.57K sold.

HHM Wealth Advisors first reported a position in IEP in Q2 2022 and held it in 10 quarters. The position peaked at $11.6K in Q1 2023. 121 funds tracked by Wall St. Rank hold IEP as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Icahn Enterprises position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 338 Icahn Enterprises shares in Q4 2024, an estimated $4.57K.
  • HHM Wealth Advisors first reported a position in Icahn Enterprises in Q2 2022 and held it in 10 quarters.
  • HHM Wealth Advisors's Icahn Enterprises position peaked at $11.6K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.