Blue Trust Inc’s Intrepid Potash IPI Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-48	Closed	-$1K	–	2459
2023 Q4	$1K	Hold	48	–	–	﹤0.01%	2344
2023 Q3	$1K	Buy	+48	New	+$1.23K	﹤0.01%	1926

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Trust Inc's IPI Position: Q1 2024 in Review

Blue Trust Inc sold out of Intrepid Potash (IPI) in Q1 2024, closing a stake of 48 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in IPI in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q1 2024.

Blue Trust Inc reported no remaining Intrepid Potash position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 48 Intrepid Potash shares in Q1 2024, an estimated $1K.
Blue Trust Inc first reported a position in Intrepid Potash in Q3 2023 and held it in 2 quarters.
Blue Trust Inc's Intrepid Potash position peaked at $1K in Q4 2023.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.