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Tradition Wealth Management’s Icahn Enterprises IEP Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,707
Closed -$29K – 772
2023
Q4 		$29K Sell
1,707
-168
-9% -$2.94K ﹤0.01% 757
2023
Q3 		$37K Buy
1,875
+80
+4% +$2.02K ﹤0.01% 682
2023
Q2 		$52K Buy
1,795
+151
+9% +$5.5K 0.01% 613
2023
Q1 		$85K Hold
1,644
– – 0.01% 489
2022
Q4 		$83K Buy
1,644
+49
+3% +$2.56K 0.01% 416
2022
Q3 		$79K Buy
1,595
+47
+3% +$2.42K 0.01% 405
2022
Q2 		$74K Buy
1,548
+89
+6% +$4.62K 0.01% 404
2022
Q1 		$76K Buy
1,459
+200
+16% +$10.7K 0.01% 433
2021
Q4 		$62K Buy
1,259
+43
+4% +$2.29K 0.01% 483
2021
Q3 		$61K Buy
1,216
+41
+3% +$2.26K 0.01% 457
2021
Q2 		$65K Buy
1,175
+69
+6% +$3.93K 0.01% 474
2021
Q1 		$59K Buy
1,106
+109
+11% +$6.42K 0.01% 400
2020
Q4 		$51K Buy
+997
New +$50.8K 0.01% 410

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Wealth Management's IEP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 1,707 shares — an estimated $29K sold.

Tradition Wealth Management first reported a position in IEP in Q4 2020 and held it in 13 quarters. The position peaked at $85K in Q1 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Tradition Wealth Management reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,707 Icahn Enterprises shares in Q1 2024, an estimated $29K.
  • Tradition Wealth Management first reported a position in Icahn Enterprises in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Icahn Enterprises position peaked at $85K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.