Curi Wealth Management’s Intrepid Potash IPI Stock Holding History

Curi 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
2022 Q2	–	Sell	-250	Closed	-$20K	–	677
2022 Q1	$20K	Buy	+250	New	+$13.8K	﹤0.01%	287

Other funds holding IPI

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curi Wealth Management's IPI Position: Q2 2022 in Review

Curi Wealth Management sold out of Intrepid Potash (IPI) in Q2 2022, closing a stake of 250 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in IPI in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 144 funds tracked by Wall St. Rank hold IPI as of Q2 2022.

Curi Wealth Management reported no remaining Intrepid Potash position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 250 Intrepid Potash shares in Q2 2022, an estimated $20K.
Curi Wealth Management first reported a position in Intrepid Potash in Q1 2022 and held it in 1 quarter.
Curi Wealth Management's Intrepid Potash position peaked at $20K in Q1 2022.
144 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.