Wedmont Private Capital’s Icahn Enterprises IEP Stock Holding History

Wedmont Private Capital’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
2023 Q3	–	Sell	-7,704	Closed	-$252K	–	520
2023 Q2	$252K	Hold	7,704	–	–	0.03%	423
2023 Q1	$401K	Sell	7,704 -114	-1%	-$6.03K	0.05%	262
2022 Q4	$414K	Hold	7,818	–	–	0.06%	249
2022 Q3	$388K	Hold	7,818	–	–	0.08%	201
2022 Q2	$376K	Hold	7,818	–	–	0.08%	183
2022 Q1	$413K	Hold	7,818	–	–	0.09%	168
2021 Q4	$428K	Buy	+7,818	New	+$416K	0.13%	124

Other funds holding IEP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JAFL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wedmont Private Capital's IEP Position: Q3 2023 in Review

Wedmont Private Capital sold out of Icahn Enterprises (IEP) in Q3 2023, closing a stake of 7,704 shares — an estimated $252K sold.

Wedmont Private Capital first reported a position in IEP in Q4 2021 and held it in 7 quarters. The position peaked at $428K in Q4 2021. 137 funds tracked by Wall St. Rank hold IEP as of Q3 2023.

Wedmont Private Capital reported no remaining Icahn Enterprises position as of Q3 2023 after selling out during the quarter.
Wedmont Private Capital sold 7,704 Icahn Enterprises shares in Q3 2023, an estimated $252K.
Wedmont Private Capital first reported a position in Icahn Enterprises in Q4 2021 and held it in 7 quarters.
Wedmont Private Capital's Icahn Enterprises position peaked at $428K in Q4 2021.
137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2023.

Based on Wedmont Private Capital's 13F filing for Q3 2023, filed 10 Oct 2023.