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Bourgeon Capital Management’s Intrepid Potash IPI Stock Holding History

Bourgeon Capital 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
2022
Q3 		– Sell
-2,500
Closed -$113K – 409
2022
Q2 		$113K Buy
+2,500
New +$182K 0.03% 109

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Fidelity Investments
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Acadian Asset Management
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
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IMOV
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CM
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Bourgeon Capital Management's IPI Position: Q3 2022 in Review

Bourgeon Capital Management sold out of Intrepid Potash (IPI) in Q3 2022, closing a stake of 2,500 shares — an estimated $113K sold.

Bourgeon Capital Management first reported a position in IPI in Q2 2022 and held it in 1 quarter. The position peaked at $113K in Q2 2022. 147 funds tracked by Wall St. Rank hold IPI as of Q3 2022.

  • Bourgeon Capital Management reported no remaining Intrepid Potash position as of Q3 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,500 Intrepid Potash shares in Q3 2022, an estimated $113K.
  • Bourgeon Capital Management first reported a position in Intrepid Potash in Q2 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Intrepid Potash position peaked at $113K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2022.

Based on Bourgeon Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.