Planning Capital Management Corporation’s Icahn Enterprises IEP Stock Holding History

Planning Capital Management Corporation’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	$34K	Buy	+2,515	New	+$38K	0.02%	224

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Capital Management Corporation's IEP Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Icahn Enterprises (IEP) in Q3 2024: 2,515 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings.

123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

Planning Capital Management Corporation held 2,515 shares of Icahn Enterprises worth $34K as of Q3 2024.
Icahn Enterprises was a new Planning Capital Management Corporation position in Q3 2024.
Icahn Enterprises made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #224 holding.
123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.