CWM
IPI icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Cedar Wealth Management's IPI Position: Q3 2020 in Review

Cedar Wealth Management sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 2,965 shares — an estimated $29K sold.

Cedar Wealth Management first reported a position in IPI in Q2 2017 and held it in 13 quarters. The position peaked at $290K in Q3 2018. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

  • Cedar Wealth Management reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
  • Cedar Wealth Management sold 2,965 Intrepid Potash shares in Q3 2020, an estimated $29K.
  • Cedar Wealth Management first reported a position in Intrepid Potash in Q2 2017 and held it in 13 quarters.
  • Cedar Wealth Management's Intrepid Potash position peaked at $290K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.