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Private Wealth Management Group’s Icahn Enterprises IEP Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-400
Closed -$6.88K – 1546
2023
Q4 		$6.88K Buy
+400
New +$7K ﹤0.01% 511

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Management Group's IEP Position: Q1 2024 in Review

Private Wealth Management Group sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 400 shares — an estimated $6.88K sold.

Private Wealth Management Group first reported a position in IEP in Q4 2023 and held it in 1 quarter. The position peaked at $6.88K in Q4 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Private Wealth Management Group reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 400 Icahn Enterprises shares in Q1 2024, an estimated $6.88K.
  • Private Wealth Management Group first reported a position in Icahn Enterprises in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Icahn Enterprises position peaked at $6.88K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.