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ALPS Advisors’s Intrepid Potash IPI Stock Holding History

ALPS Advisors’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
2023
Q3 		– Sell
-10,941
Closed -$248K – 1056
2023
Q2 		$248K Buy
10,941
+85
+0.8% +$1.92K ﹤0.01% 947
2023
Q1 		$300K Buy
10,856
+3,523
+48% +$107K ﹤0.01% 878
2022
Q4 		$212K Hold
7,333
– – ﹤0.01% 994
2022
Q3 		$290K Buy
+7,333
New +$318K ﹤0.01% 857

Other funds holding IPI

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
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return

ALPS Advisors's IPI Position: Q3 2023 in Review

ALPS Advisors sold out of Intrepid Potash (IPI) in Q3 2023, closing a stake of 10,941 shares — an estimated $248K sold.

ALPS Advisors first reported a position in IPI in Q3 2022 and held it in 4 quarters. The position peaked at $300K in Q1 2023. 95 funds tracked by Wall St. Rank hold IPI as of Q3 2023.

  • ALPS Advisors reported no remaining Intrepid Potash position as of Q3 2023 after selling out during the quarter.
  • ALPS Advisors sold 10,941 Intrepid Potash shares in Q3 2023, an estimated $248K.
  • ALPS Advisors first reported a position in Intrepid Potash in Q3 2022 and held it in 4 quarters.
  • ALPS Advisors's Intrepid Potash position peaked at $300K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.