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Kingsview Wealth Management’s Icahn Enterprises IEP Stock Holding History

Kingsview 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
Q4 		– Sell
-11,546
Closed -$228K – 981
2023
Q3 		$228K Buy
11,546
+777
+7% +$19.6K 0.01% 840
2023
Q2 		$313K Sell
10,769
-12,932
-55% -$471K 0.01% 731
2023
Q1 		$1.23M Buy
23,701
+137
+0.6% +$7.25K 0.05% 344
2022
Q4 		$1.19M Buy
23,564
+1,040
+5% +$54.3K 0.05% 314
2022
Q3 		$1.12M Buy
22,524
+217
+1% +$11.2K 0.05% 310
2022
Q2 		$1.07M Buy
22,307
+16,018
+255% +$832K 0.05% 346
2022
Q1 		$327K Buy
6,289
+949
+18% +$50.9K 0.01% 674
2021
Q4 		$265K Sell
5,340
-1,109
-17% -$59K 0.01% 778
2021
Q3 		$322K Buy
6,449
+1,934
+43% +$107K 0.02% 666
2021
Q2 		$253K Sell
4,515
-1,095
-20% -$62.3K 0.01% 753
2021
Q1 		$309K Buy
5,610
+55
+1% +$3.24K 0.02% 631
2020
Q4 		$281K Hold
5,555
– – 0.02% 569
2020
Q3 		$274K Buy
5,555
+25
+0.5% +$1.26K 0.02% 495
2020
Q2 		$268K Buy
+5,530
New +$272K 0.03% 463

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management's IEP Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2023, closing a stake of 11,546 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in IEP in Q2 2020 and held it in 14 quarters. The position peaked at $1.23M in Q1 2023. 137 funds tracked by Wall St. Rank hold IEP as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Icahn Enterprises position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,546 Icahn Enterprises shares in Q4 2023, an estimated $228K.
  • Kingsview Wealth Management first reported a position in Icahn Enterprises in Q2 2020 and held it in 14 quarters.
  • Kingsview Wealth Management's Icahn Enterprises position peaked at $1.23M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.