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Retirement Planning Company of New England’s Icahn Enterprises IEP Stock Holding History

Retirement Planning Company of New England’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
-34
Closed -$1K – 527
2021
Q4 		$1K Buy
+34
New +$1.81K ﹤0.01% 890

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 $8.82B AUM 23.05% 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 $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Company of New England's IEP Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Icahn Enterprises (IEP) in Q1 2022, closing a stake of 34 shares — an estimated $1K sold.

Retirement Planning Company of New England first reported a position in IEP in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 146 funds tracked by Wall St. Rank hold IEP as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Icahn Enterprises position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 34 Icahn Enterprises shares in Q1 2022, an estimated $1K.
  • Retirement Planning Company of New England first reported a position in Icahn Enterprises in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Icahn Enterprises position peaked at $1K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.