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Selective Wealth Management’s Icahn Enterprises IEP Stock Holding History

Selective 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
Q4 		– Sell
-7,561
Closed -$376K – 399
2022
Q3 		$376K Sell
7,561
-572
-7% -$29.5K 0.16% 80
2022
Q2 		$391K Buy
8,133
+2,895
+55% +$150K 0.14% 91
2022
Q1 		$272K Buy
+5,238
New +$281K 0.1% 105

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Selective Wealth Management's IEP Position: Q4 2022 in Review

Selective Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2022, closing a stake of 7,561 shares — an estimated $376K sold.

Selective Wealth Management first reported a position in IEP in Q1 2022 and held it in 3 quarters. The position peaked at $391K in Q2 2022. 166 funds tracked by Wall St. Rank hold IEP as of Q4 2022.

  • Selective Wealth Management reported no remaining Icahn Enterprises position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 7,561 Icahn Enterprises shares in Q4 2022, an estimated $376K.
  • Selective Wealth Management first reported a position in Icahn Enterprises in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Icahn Enterprises position peaked at $391K in Q2 2022.
  • 166 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.