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LGT Financial Advisors’s Icahn Enterprises IEP Stock Holding History

LGT Financial 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
Q3 		– Sell
-1,704
Closed -$28.1K – 737
2024
Q2 		$28.1K Buy
1,704
+187
+12% +$3.17K 0.06% 236
2024
Q1 		$25.8K Hold
1,517
– – 0.03% 320
2023
Q4 		$26.1K Buy
1,517
+87
+6% +$1.52K 0.03% 292
2023
Q3 		$28.3K Buy
+1,430
New +$36.1K 0.04% 281

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LGT Financial Advisors's IEP Position: Q3 2024 in Review

LGT Financial Advisors sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 1,704 shares — an estimated $28.1K sold.

LGT Financial Advisors first reported a position in IEP in Q3 2023 and held it in 4 quarters. The position peaked at $28.3K in Q3 2023. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • LGT Financial Advisors reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,704 Icahn Enterprises shares in Q3 2024, an estimated $28.1K.
  • LGT Financial Advisors first reported a position in Icahn Enterprises in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Icahn Enterprises position peaked at $28.3K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.