SeaCrest Wealth Management’s Icahn Enterprises IEP Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,000	Closed	-$48K	–	1023
2022 Q2	$48K	Buy	+1,000	New	+$51.9K	0.01%	1134
2018 Q4	–	Sell	-250	Closed	-$18K	–	2215
2018 Q3	$18K	Hold	250	–	–	﹤0.01%	1419
2018 Q2	$18K	Sell	250 -500	-67%	-$33.7K	﹤0.01%	1406
2018 Q1	$43K	Hold	750	–	–	0.01%	1019
2017 Q4	$40K	Buy	+750	New	+$40.8K	0.01%	1047

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SeaCrest Wealth Management's IEP Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2022, closing a stake of 1,000 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in IEP in Q4 2017 and held it in 5 quarters. The position peaked at $48K in Q2 2022. 148 funds tracked by Wall St. Rank hold IEP as of Q3 2022.

SeaCrest Wealth Management reported no remaining Icahn Enterprises position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,000 Icahn Enterprises shares in Q3 2022, an estimated $48K.
SeaCrest Wealth Management first reported a position in Icahn Enterprises in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Icahn Enterprises position peaked at $48K in Q2 2022.
148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.