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VisionPoint Advisory Group’s Icahn Enterprises IEP Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-28
Closed -$461 – 491
2024
Q2 		$461 Hold
28
– – ﹤0.01% 742
2024
Q1 		$476 Buy
+28
New +$514 ﹤0.01% 748

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VisionPoint Advisory Group's IEP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 28 shares — an estimated $461 sold.

VisionPoint Advisory Group first reported a position in IEP in Q1 2024 and held it in 2 quarters. The position peaked at $476 in Q1 2024. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 28 Icahn Enterprises shares in Q3 2024, an estimated $461.
  • VisionPoint Advisory Group first reported a position in Icahn Enterprises in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Icahn Enterprises position peaked at $476 in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.