Wealthcare Advisory Partners’s Icahn Enterprises IEP Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-25	Closed	-$1K	–	815
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1402
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	1262
2019 Q3	$2K	Buy	+25	New	+$1.78K	﹤0.01%	1220
2018 Q4	–	Sell	-2	Closed	–	–	1234
2018 Q3	$0	Hold	2	–	–	﹤0.01%	1262
2018 Q2	$0	Sell	2 -23	-92%	-$1.55K	﹤0.01%	1267
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	1013
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	996
2017 Q3	$1K	Buy	+25	New	+$1.31K	﹤0.01%	822

Other funds holding IEP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's IEP Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Icahn Enterprises (IEP) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in IEP in Q3 2017 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 104 funds tracked by Wall St. Rank hold IEP as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Icahn Enterprises position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 25 Icahn Enterprises shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Icahn Enterprises in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Icahn Enterprises position peaked at $2K in Q4 2019.
104 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.