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Merriman Wealth Management’s Icahn Enterprises IEP Stock Holding History

Merriman 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
2022
Q3 		– Sell
-100,000
Closed -$4.81M – 183
2022
Q2 		$4.81M Buy
+100,000
New +$5.19M 0.34% 29

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merriman Wealth Management's IEP Position: Q3 2022 in Review

Merriman Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2022, closing a stake of 100,000 shares — an estimated $4.81M sold.

Merriman Wealth Management first reported a position in IEP in Q2 2022 and held it in 1 quarter. The position peaked at $4.81M in Q2 2022. 148 funds tracked by Wall St. Rank hold IEP as of Q3 2022.

  • Merriman Wealth Management reported no remaining Icahn Enterprises position as of Q3 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 100,000 Icahn Enterprises shares in Q3 2022, an estimated $4.81M.
  • Merriman Wealth Management first reported a position in Icahn Enterprises in Q2 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Icahn Enterprises position peaked at $4.81M in Q2 2022.
  • 148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2022.

Based on Merriman Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.