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Valeo Financial Advisors’s Icahn Enterprises IEP Stock Holding History

Valeo Financial 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
2024
Q4 		– Sell
-15,000
Closed -$203K – 765
2024
Q3 		$203K Buy
+15,000
New +$227K 0.01% 654

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Valeo Financial Advisors's IEP Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Icahn Enterprises (IEP) in Q4 2024, closing a stake of 15,000 shares — an estimated $203K sold.

Valeo Financial Advisors first reported a position in IEP in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 121 funds tracked by Wall St. Rank hold IEP as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Icahn Enterprises position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 15,000 Icahn Enterprises shares in Q4 2024, an estimated $203K.
  • Valeo Financial Advisors first reported a position in Icahn Enterprises in Q3 2024 and held it in 1 quarter.
  • Valeo Financial Advisors's Icahn Enterprises position peaked at $203K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.