Pacific Capital Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-5,000	Closed	-$43.4K	–	212
2024 Q4	$43.4K	Hold	5,000	–	–	0.01%	161
2024 Q3	$67.6K	Hold	5,000	–	–	0.01%	139
2024 Q2	$82.4K	Hold	5,000	–	–	0.02%	118
2024 Q1	$85K	Hold	5,000	–	–	0.02%	100
2023 Q4	$86K	Buy	+5,000	New	+$87.5K	0.02%	104

Other funds holding IEP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's IEP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 5,000 shares — an estimated $43.4K sold.

Pacific Capital Wealth Advisors first reported a position in IEP in Q4 2023 and held it in 5 quarters. The position peaked at $86K in Q4 2023. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 5,000 Icahn Enterprises shares in Q1 2025, an estimated $43.4K.
Pacific Capital Wealth Advisors first reported a position in Icahn Enterprises in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Icahn Enterprises position peaked at $86K in Q4 2023.
110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.