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Icahn Enterprises shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Icahn Enterprises (IEP) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Icahn Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Icahn Enterprises held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icahn Enterprises by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $43k 5.0k 8.67
2024-09-30 $68k 5.0k 13.52
2024-06-30 $82k 5.0k 16.48
2024-03-31 $85k 5.0k 17.01
2023-12-31 $86k 5.0k 17.19

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Strategy Cl A New (MSTR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Icahn Enterprises

Carl C. Icahn, Individual
Susquehanna International
Morgan Stanley
Lantern Wealth Advisors
First Trust Advisors
Citadel Advisors
Geode Capital Management
Limestone Investment Advisors
Goldman Sachs Group
Wolverine Trading
International Assets Investment Management
LPL Financial
Crawford Fund Management
UBS Group
Raymond James Financial

View all funds holding Icahn Enterprises