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Safeguard Investment Advisory Group’s Icahn Enterprises IEP Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-150
Closed -$7K – 361
2020
Q4 		$7K Buy
+150
New +$7.64K 0.01% 473

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's IEP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Icahn Enterprises (IEP) in Q1 2021, closing a stake of 150 shares — an estimated $7K sold.

Safeguard Investment Advisory Group first reported a position in IEP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 108 funds tracked by Wall St. Rank hold IEP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Icahn Enterprises position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 150 Icahn Enterprises shares in Q1 2021, an estimated $7K.
  • Safeguard Investment Advisory Group first reported a position in Icahn Enterprises in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Icahn Enterprises position peaked at $7K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.