RFA
IEP icon

Register Financial Advisors’s Icahn Enterprises IEP Stock Holding History

Register Financial 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
Q2 		– Sell
-195
Closed -$3.32K – 754
2024
Q1 		$3.32K Buy
+195
New +$3.58K ﹤0.01% 648
2023
Q2 		– Sell
-3,200
Closed -$165K – 561
2023
Q1 		$165K Buy
+3,200
New +$169K 0.13% 140

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Register Financial Advisors's IEP Position: Q2 2024 in Review

Register Financial Advisors sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 195 shares — an estimated $3.32K sold.

Register Financial Advisors first reported a position in IEP in Q1 2023 and held it in 2 quarters. The position peaked at $165K in Q1 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

  • Register Financial Advisors reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
  • Register Financial Advisors sold 195 Icahn Enterprises shares in Q2 2024, an estimated $3.32K.
  • Register Financial Advisors first reported a position in Icahn Enterprises in Q1 2023 and held it in 2 quarters.
  • Register Financial Advisors's Icahn Enterprises position peaked at $165K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on Register Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.