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B. Riley Wealth Advisors’s Intrepid Potash IPI Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-40,230
Closed -$1.18M – 1215
2025
Q1 		$1.18M Sell
40,230
-5,720
-12% -$151K 0.03% 451
2024
Q4 		$1.01M Buy
+45,950
New +$1.16M 0.03% 450

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's IPI Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Intrepid Potash (IPI) in Q2 2025, closing a stake of 40,230 shares — an estimated $1.18M sold.

B. Riley Wealth Advisors first reported a position in IPI in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2025. 139 funds tracked by Wall St. Rank hold IPI as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Intrepid Potash position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 40,230 Intrepid Potash shares in Q2 2025, an estimated $1.18M.
  • B. Riley Wealth Advisors first reported a position in Intrepid Potash in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Intrepid Potash position peaked at $1.18M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.