Citizens Business Bank’s Intrepid Potash IPI Stock Holding History

Citizens Business Bank’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	-1,000	Closed	-$10K	–	234
2020 Q2	$10K	Hold	1,000	–	–	﹤0.01%	232
2020 Q1	$8K	Hold	1,000	–	–	﹤0.01%	234
2019 Q4	$27K	Hold	1,000	–	–	﹤0.01%	239
2019 Q3	$33K	Hold	1,000	–	–	0.01%	245
2019 Q2	$34K	Hold	1,000	–	–	0.01%	249
2019 Q1	$38K	Hold	1,000	–	–	0.01%	246
2018 Q4	$26K	Hold	1,000	–	–	0.01%	258
2018 Q3	$36K	Hold	1,000	–	–	0.01%	275
2018 Q2	$41K	Hold	1,000	–	–	0.01%	269
2018 Q1	$36K	Hold	1,000	–	–	0.01%	270
2017 Q4	$48K	Hold	1,000	–	–	0.01%	281
2017 Q3	$44K	Hold	1,000	–	–	0.01%	282
2017 Q2	$23K	Hold	1,000	–	–	﹤0.01%	284
2017 Q1	$17K	Hold	1,000	–	–	﹤0.01%	275
2016 Q4	$21K	Hold	1,000	–	–	﹤0.01%	265
2016 Q3	$11K	Hold	1,000	–	–	﹤0.01%	271
2016 Q2	$14K	Hold	1,000	–	–	﹤0.01%	266
2016 Q1	$11K	Hold	1,000	–	–	﹤0.01%	268
2015 Q4	$30K	Hold	1,000	–	–	0.01%	253
2015 Q3	$55K	Hold	1,000	–	–	0.01%	268
2015 Q2	$119K	Hold	1,000	–	–	0.02%	271
2015 Q1	$116K	Hold	1,000	–	–	0.02%	281
2014 Q4	$139K	Hold	1,000	–	–	0.03%	285
2014 Q3	$155K	Hold	1,000	–	–	0.03%	276
2014 Q2	$168K	Hold	1,000	–	–	0.03%	272
2014 Q1	$155K	Hold	1,000	–	–	0.03%	276
2013 Q4	$158K	Hold	1,000	–	–	0.03%	271
2013 Q3	$157K	Hold	1,000	–	–	0.03%	267
2013 Q2	$191K	Buy	+1,000	New	+$183K	0.04%	246

Other funds holding IPI

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Citizens Business Bank's IPI Position: Q3 2020 in Review

Citizens Business Bank sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 1,000 shares — an estimated $10K sold.

Citizens Business Bank first reported a position in IPI in Q2 2013 and held it in 29 quarters. The position peaked at $191K in Q2 2013. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

Citizens Business Bank reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
Citizens Business Bank sold 1,000 Intrepid Potash shares in Q3 2020, an estimated $10K.
Citizens Business Bank first reported a position in Intrepid Potash in Q2 2013 and held it in 29 quarters.
Citizens Business Bank's Intrepid Potash position peaked at $191K in Q2 2013.
63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on Citizens Business Bank's 13F filing for Q3 2020, filed 18 Nov 2022.