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Wealth Quarterback’s Icahn Enterprises IEP Stock Holding History

Wealth Quarterback’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
2021
Q3 		$20K Buy
397
+16
+4% +$884 0.01% 357
2021
Q2 		$21K Buy
+381
New +$21.7K 0.01% 344
2020
Q2 		– Sell
-438
Closed -$21.2K – 409
2020
Q1 		$21.2K Buy
438
+1
+0.2% +$60 0.02% 331
2019
Q4 		$27K Buy
+437
New +$28.3K 0.02% 314

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's IEP Position: Q3 2021 in Review

Wealth Quarterback increased its Icahn Enterprises (IEP) stake by 4.2% in Q3 2021, buying an estimated $884 and bringing the position to 397 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #357.

Wealth Quarterback first reported a position in IEP in Q4 2019 and has held it in 4 quarters since. The position peaked at $27K in Q4 2019. 127 funds tracked by Wall St. Rank hold IEP as of Q3 2021.

  • Wealth Quarterback held 397 shares of Icahn Enterprises worth $20K as of Q3 2021.
  • Wealth Quarterback bought 16 Icahn Enterprises shares in Q3 2021, an estimated $884.
  • Icahn Enterprises made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #357 holding.
  • Wealth Quarterback first reported a position in Icahn Enterprises in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Icahn Enterprises position peaked at $27K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.