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Covenant Multifamily Offices’s Intrepid Potash IPI Stock Holding History

Covenant Multifamily Offices’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
-1,392
Closed -$14K – 149
2020
Q2 		$14K Buy
+1,392
New +$14.5K ﹤0.01% 154

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

Covenant Multifamily Offices's IPI Position: Q3 2020 in Review

Covenant Multifamily Offices sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 1,392 shares — an estimated $14K sold.

Covenant Multifamily Offices first reported a position in IPI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

  • Covenant Multifamily Offices reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
  • Covenant Multifamily Offices sold 1,392 Intrepid Potash shares in Q3 2020, an estimated $14K.
  • Covenant Multifamily Offices first reported a position in Intrepid Potash in Q2 2020 and held it in 1 quarter.
  • Covenant Multifamily Offices's Intrepid Potash position peaked at $14K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on Covenant Multifamily Offices's 13F filing for Q3 2020, filed 10 Nov 2020.