AWM
IPI icon

Avior Wealth Management’s Intrepid Potash IPI Stock Holding History

Avior 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
2024
Q2 		– Sell
-2
Closed -$41 – 2984
2024
Q1 		$41 Buy
+2
New +$40 ﹤0.01% 3526

Other funds holding IPI

TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 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 $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Avior Wealth Management's IPI Position: Q2 2024 in Review

Avior Wealth Management sold out of Intrepid Potash (IPI) in Q2 2024, closing a stake of 2 shares — an estimated $41 sold.

Avior Wealth Management first reported a position in IPI in Q1 2024 and held it in 1 quarter. The position peaked at $41 in Q1 2024. 98 funds tracked by Wall St. Rank hold IPI as of Q2 2024.

  • Avior Wealth Management reported no remaining Intrepid Potash position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Intrepid Potash shares in Q2 2024, an estimated $41.
  • Avior Wealth Management first reported a position in Intrepid Potash in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Intrepid Potash position peaked at $41 in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.