DWM
IPI icon

Destination Wealth Management’s Intrepid Potash IPI Stock Holding History

Destination 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
2019
Q3 		– Sell
-10
Closed – – 310
2019
Q2 		$0 Hold
10
– – ﹤0.01% 649
2019
Q1 		$0 Hold
10
– – ﹤0.01% 697
2018
Q4 		$0 Hold
10
– – ﹤0.01% 614
2018
Q3 		$0 Buy
+10
New +$366 ﹤0.01% 723
2018
Q2 		– Sell
-10
Closed – – 580
2018
Q1 		$0 Buy
+10
New +$387 ﹤0.01% 578

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's IPI Position: Q3 2019 in Review

Destination Wealth Management sold out of Intrepid Potash (IPI) in Q3 2019, closing a stake of 10 shares.

Destination Wealth Management first reported a position in IPI in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q2 2019. 122 funds tracked by Wall St. Rank hold IPI as of Q3 2019.

  • Destination Wealth Management reported no remaining Intrepid Potash position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 10 Intrepid Potash shares in Q3 2019.
  • Destination Wealth Management first reported a position in Intrepid Potash in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's Intrepid Potash position peaked at $0 in Q2 2019.
  • 122 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.