Jeppson Wealth Management’s Icahn Enterprises IEP Stock Holding History

Jeppson Wealth Management’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
2023 Q2	–	Sell	-5,021	Closed	-$260K	–	196
2023 Q1	$260K	Buy	5,021 +390	+8%	+$20.6K	0.11%	163
2022 Q4	$235K	Buy	4,631 +287	+7%	+$15K	0.1%	181
2022 Q3	$216K	Buy	+4,344	New	+$224K	0.1%	174

Other funds holding IEP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Jeppson Wealth Management's IEP Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 5,021 shares — an estimated $260K sold.

Jeppson Wealth Management first reported a position in IEP in Q3 2022 and held it in 3 quarters. The position peaked at $260K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Jeppson Wealth Management reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Jeppson Wealth Management sold 5,021 Icahn Enterprises shares in Q2 2023, an estimated $260K.
Jeppson Wealth Management first reported a position in Icahn Enterprises in Q3 2022 and held it in 3 quarters.
Jeppson Wealth Management's Icahn Enterprises position peaked at $260K in Q1 2023.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.