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Householder Group Estate & Retirement Specialist’s Icahn Enterprises IEP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,849
Closed -$24K – 842
2024
Q3 		$24K Buy
+1,849
New +$27.9K 0.01% 643
2024
Q1 		– Sell
-100
Closed -$1K – 1295
2023
Q4 		$1K Buy
+100
New +$1.75K ﹤0.01% 1069
2023
Q1 		$21K Buy
+410
New +$21.7K 0.01% 625

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

Householder Group Estate & Retirement Specialist's IEP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Icahn Enterprises (IEP) in Q4 2024, closing a stake of 1,849 shares — an estimated $24K sold.

Householder Group Estate & Retirement Specialist first reported a position in IEP in Q1 2023 and held it in 3 quarters. The position peaked at $24K in Q3 2024. 121 funds tracked by Wall St. Rank hold IEP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Icahn Enterprises position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,849 Icahn Enterprises shares in Q4 2024, an estimated $24K.
  • Householder Group Estate & Retirement Specialist first reported a position in Icahn Enterprises in Q1 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Icahn Enterprises position peaked at $24K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.