MKT Advisors’s Icahn Enterprises IEP Stock Holding History

MKT 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 Q2	–	Sell	-60,000	Closed	-$1.04M	–	154
2024 Q1	$1.04M	Hold	60,000	–	–	0.57%	30
2023 Q4	$1.06M	Buy	+60,000	New	+$1.05M	0.7%	26

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MKT Advisors's IEP Position: Q2 2024 in Review

MKT Advisors sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 60,000 shares — an estimated $1.04M sold.

MKT Advisors first reported a position in IEP in Q4 2023 and held it in 2 quarters. The position peaked at $1.06M in Q4 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

MKT Advisors reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
MKT Advisors sold 60,000 Icahn Enterprises shares in Q2 2024, an estimated $1.04M.
MKT Advisors first reported a position in Icahn Enterprises in Q4 2023 and held it in 2 quarters.
MKT Advisors's Icahn Enterprises position peaked at $1.06M in Q4 2023.
131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on MKT Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.