Cedar Wealth Management’s Intrepid Potash IPI Stock Holding History

Cedar 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
2020 Q3	–	Sell	-2,965	Closed	-$29K	–	223
2020 Q2	$29K	Hold	2,965	–	–	0.02%	148
2020 Q1	$24K	Buy	2,965 +137	+5%	+$2.55K	0.02%	152
2019 Q4	$77K	Sell	2,828 -3,903	-58%	-$106K	0.05%	80
2019 Q3	$220K	Sell	6,731 -230	-3%	-$7.68K	0.15%	64
2019 Q2	$234K	Sell	6,961 -118	-2%	-$4.11K	0.15%	51
2019 Q1	$268K	Sell	7,079 -918	-11%	-$31.9K	0.17%	45
2018 Q4	$208K	Sell	7,997 -92	-1%	-$3.16K	0.15%	49
2018 Q3	$290K	Buy	8,089 +3,396	+72%	+$124K	0.15%	48
2018 Q2	$192K	Hold	4,693	–	–	0.11%	51
2018 Q1	$171K	Buy	4,693 +380	+9%	+$14.7K	0.11%	62
2017 Q4	$205K	Buy	4,313 +717	+20%	+$28K	0.12%	48
2017 Q3	$157K	Buy	3,596 +395	+12%	+$13.3K	0.09%	66
2017 Q2	$72K	Buy	+3,201	New	+$67.1K	0.05%	79

Other funds holding IPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return