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Impact Partnership Wealth’s Icahn Enterprises IEP Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-430
Closed -$7.31K – 435
2024
Q1 		$7.31K Hold
430
– – ﹤0.01% 474
2023
Q4 		$7.39K Buy
430
+2
+0.5% +$35 ﹤0.01% 532
2023
Q3 		$8.47K Sell
428
-12,331
-97% -$312K ﹤0.01% 620
2023
Q2 		$370K Buy
+12,759
New +$464K 0.13% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Impact Partnership Wealth's IEP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 430 shares — an estimated $7.31K sold.

Impact Partnership Wealth first reported a position in IEP in Q2 2023 and held it in 4 quarters. The position peaked at $370K in Q2 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 430 Icahn Enterprises shares in Q2 2024, an estimated $7.31K.
  • Impact Partnership Wealth first reported a position in Icahn Enterprises in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Icahn Enterprises position peaked at $370K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.