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AE Wealth Management’s Intrepid Potash IPI Stock Holding History

AE Wealth Management’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,119
Closed -$298K – 1155
2019
Q3 		$298K Sell
9,119
-3,732
-29% -$125K 0.01% 784
2019
Q2 		$432K Buy
12,851
+5,958
+86% +$208K 0.01% 626
2019
Q1 		$261K Buy
+6,893
New +$240K 0.02% 503

Other funds holding IPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

AE Wealth Management's IPI Position: Q4 2019 in Review

AE Wealth Management sold out of Intrepid Potash (IPI) in Q4 2019, closing a stake of 9,119 shares — an estimated $298K sold.

AE Wealth Management first reported a position in IPI in Q1 2019 and held it in 3 quarters. The position peaked at $432K in Q2 2019. 116 funds tracked by Wall St. Rank hold IPI as of Q4 2019.

  • AE Wealth Management reported no remaining Intrepid Potash position as of Q4 2019 after selling out during the quarter.
  • AE Wealth Management sold 9,119 Intrepid Potash shares in Q4 2019, an estimated $298K.
  • AE Wealth Management first reported a position in Intrepid Potash in Q1 2019 and held it in 3 quarters.
  • AE Wealth Management's Intrepid Potash position peaked at $432K in Q2 2019.
  • 116 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.