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Parallel Advisors’s Icahn Enterprises IEP Stock Holding History

Parallel 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
Q3 		– Sell
-1,763
Closed -$29.1K – 3434
2024
Q2 		$29.1K Sell
1,763
-243
-12% -$4.12K ﹤0.01% 1793
2024
Q1 		$34.1K Hold
2,006
– – ﹤0.01% 1683
2023
Q4 		$34.5K Buy
2,006
+1,145
+133% +$20K ﹤0.01% 1631
2023
Q3 		$17K Buy
861
+618
+254% +$15.6K ﹤0.01% 1935
2023
Q2 		$7.05K Sell
243
-3,242
-93% -$118K ﹤0.01% 2310
2023
Q1 		$180K Buy
3,485
+123
+4% +$6.5K 0.01% 820
2022
Q4 		$170K Buy
3,362
+3,119
+1,284% +$163K 0.01% 772
2022
Q3 		$12K Hold
243
– – ﹤0.01% 1928
2022
Q2 		$12K Hold
243
– – ﹤0.01% 1900
2022
Q1 		$13K Hold
243
– – ﹤0.01% 1892
2021
Q4 		$12K Hold
243
– – ﹤0.01% 2028
2021
Q3 		$12K Hold
243
– – ﹤0.01% 1984
2021
Q2 		$13K Hold
243
– – ﹤0.01% 1893
2021
Q1 		$13K Buy
+243
New +$14.3K ﹤0.01% 1799
2020
Q2 		– Sell
-1,813
Closed -$87K – 2563
2020
Q1 		$87K Buy
1,813
+312
+21% +$18.9K 0.01% 727
2019
Q4 		$92K Buy
+1,501
New +$97.1K 0.01% 802

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parallel Advisors's IEP Position: Q3 2024 in Review

Parallel Advisors sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 1,763 shares — an estimated $29.1K sold.

Parallel Advisors first reported a position in IEP in Q4 2019 and held it in 16 quarters. The position peaked at $180K in Q1 2023. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • Parallel Advisors reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • Parallel Advisors sold 1,763 Icahn Enterprises shares in Q3 2024, an estimated $29.1K.
  • Parallel Advisors first reported a position in Icahn Enterprises in Q4 2019 and held it in 16 quarters.
  • Parallel Advisors's Icahn Enterprises position peaked at $180K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.