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Mayflower Financial Advisors’s Icahn Enterprises IEP Stock Holding History

Mayflower 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
2023
Q2 		– Sell
-4,263
Closed -$220K – 361
2023
Q1 		$220K Hold
4,263
– – 0.03% 317
2022
Q4 		$216K Buy
4,263
+160
+4% +$8.35K 0.03% 313
2022
Q3 		$204K Buy
+4,103
New +$212K 0.03% 307

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
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

Mayflower Financial Advisors's IEP Position: Q2 2023 in Review

Mayflower Financial Advisors sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 4,263 shares — an estimated $220K sold.

Mayflower Financial Advisors first reported a position in IEP in Q3 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

  • Mayflower Financial Advisors reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,263 Icahn Enterprises shares in Q2 2023, an estimated $220K.
  • Mayflower Financial Advisors first reported a position in Icahn Enterprises in Q3 2022 and held it in 3 quarters.
  • Mayflower Financial Advisors's Icahn Enterprises position peaked at $220K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Mayflower Financial Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.