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Lionsbridge Wealth Management’s Icahn Enterprises IEP Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-538
Closed -$34K – 161
2019
Q4 		$34K Buy
+538
New +$34.8K 0.03% 77

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lionsbridge Wealth Management's IEP Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Icahn Enterprises (IEP) in Q1 2020, closing a stake of 538 shares — an estimated $34K sold.

Lionsbridge Wealth Management first reported a position in IEP in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 107 funds tracked by Wall St. Rank hold IEP as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Icahn Enterprises position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 538 Icahn Enterprises shares in Q1 2020, an estimated $34K.
  • Lionsbridge Wealth Management first reported a position in Icahn Enterprises in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Icahn Enterprises position peaked at $34K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.