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Capital Performance Advisors’s Intrepid Potash IPI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-33
Closed -$792 – 1380
2024
Q3 		$792 Buy
+33
New +$785 ﹤0.01% 2029

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Performance Advisors's IPI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Intrepid Potash (IPI) in Q4 2024, closing a stake of 33 shares — an estimated $792 sold.

Capital Performance Advisors first reported a position in IPI in Q3 2024 and held it in 1 quarter. The position peaked at $792 in Q3 2024. 95 funds tracked by Wall St. Rank hold IPI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Intrepid Potash position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 33 Intrepid Potash shares in Q4 2024, an estimated $792.
  • Capital Performance Advisors first reported a position in Intrepid Potash in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Intrepid Potash position peaked at $792 in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.