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Realta Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Realta Investment 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
2022
Q1 		– Sell
-4,241
Closed -$210K – 441
2021
Q4 		$210K Buy
+4,241
New +$226K 0.05% 388
2020
Q1 		– Sell
-698
Closed -$44K – 803
2019
Q4 		$44K Hold
698
– – 0.01% 698
2019
Q3 		$44K Buy
698
+17
+2% +$1.21K 0.01% 711
2019
Q2 		$49K Sell
681
-169
-20% -$12.3K 0.01% 674
2019
Q1 		$62K Buy
+850
New +$59.3K 0.03% 499

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's IEP Position: Q1 2022 in Review

Realta Investment Advisors sold out of Icahn Enterprises (IEP) in Q1 2022, closing a stake of 4,241 shares — an estimated $210K sold.

Realta Investment Advisors first reported a position in IEP in Q1 2019 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 146 funds tracked by Wall St. Rank hold IEP as of Q1 2022.

  • Realta Investment Advisors reported no remaining Icahn Enterprises position as of Q1 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 4,241 Icahn Enterprises shares in Q1 2022, an estimated $210K.
  • Realta Investment Advisors first reported a position in Icahn Enterprises in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Icahn Enterprises position peaked at $210K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2022.

Based on Realta Investment Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.