Sheaff Brock Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Sheaff Brock Investment 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
2023 Q2	–	Sell	-4,388	Closed	-$227K	–	509
2023 Q1	$227K	Buy	+4,388	New	+$232K	0.02%	406
2021 Q4	–	Sell	-6,123	Closed	-$306K	–	562
2021 Q3	$306K	Buy	6,123 +2,300	+60%	+$127K	0.02%	369
2021 Q2	$210K	Buy	+3,823	New	+$218K	0.02%	461
2020 Q1	–	Sell	-3,878	Closed	-$238K	–	451
2019 Q4	$238K	Sell	3,878 -640	-14%	-$41.4K	0.02%	378
2019 Q3	$290K	Buy	4,518 +500	+12%	+$35.5K	0.03%	342
2019 Q2	$291K	Hold	4,018	–	–	0.03%	338
2019 Q1	$291K	Buy	4,018 +100	+3%	+$6.98K	0.04%	346
2018 Q4	$224K	Buy	3,918 +200	+5%	+$13.3K	0.04%	373
2018 Q3	$263K	Hold	3,718	–	–	0.02%	382
2018 Q2	$264K	Sell	3,718 -772	-17%	-$52K	0.03%	393
2018 Q1	$256K	Buy	+4,490	New	+$256K	0.03%	400

Other funds holding IEP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's IEP Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 4,388 shares — an estimated $227K sold.

Sheaff Brock Investment Advisors first reported a position in IEP in Q1 2018 and held it in 11 quarters. The position peaked at $306K in Q3 2021. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Sheaff Brock Investment Advisors reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 4,388 Icahn Enterprises shares in Q2 2023, an estimated $227K.
Sheaff Brock Investment Advisors first reported a position in Icahn Enterprises in Q1 2018 and held it in 11 quarters.
Sheaff Brock Investment Advisors's Icahn Enterprises position peaked at $306K in Q3 2021.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.