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Ameritas Advisory Services’s Intrepid Potash IPI Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-130
Closed -$3.44K – 1547
2023
Q1 		$3.44K Buy
+130
New +$3.96K ﹤0.01% 2259

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Ameritas Advisory Services's IPI Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 130 shares — an estimated $3.44K sold.

Ameritas Advisory Services first reported a position in IPI in Q1 2023 and held it in 1 quarter. The position peaked at $3.44K in Q1 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 130 Intrepid Potash shares in Q2 2023, an estimated $3.44K.
  • Ameritas Advisory Services first reported a position in Intrepid Potash in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Intrepid Potash position peaked at $3.44K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.