EI
IPI icon

Ellevest Inc’s Intrepid Potash IPI Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-2,045
Closed -$56.4K – 967
2023
Q1 		$56.4K Buy
2,045
+373
+22% +$11.3K ﹤0.01% 573
2022
Q4 		$48.3K Buy
1,672
+910
+119% +$33.7K ﹤0.01% 612
2022
Q3 		$30K Sell
762
-822
-52% -$35.7K ﹤0.01% 716
2022
Q2 		$72K Buy
1,584
+1,248
+371% +$90.9K 0.01% 479
2022
Q1 		$28K Buy
336
+59
+21% +$3.25K ﹤0.01% 657
2021
Q4 		$12K Sell
277
-26
-9% -$1.11K ﹤0.01% 816
2021
Q3 		$9K Buy
303
+114
+60% +$3.57K ﹤0.01% 839
2021
Q2 		$6K Buy
189
+66
+54% +$1.95K ﹤0.01% 867
2021
Q1 		$4K Hold
123
– – ﹤0.01% 945
2020
Q4 		$3K Buy
123
+37
+43% +$460 ﹤0.01% 911
2020
Q3 		$1K Buy
+86
New +$817 ﹤0.01% 1017

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Ellevest Inc's IPI Position: Q2 2023 in Review

Ellevest Inc sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 2,045 shares — an estimated $56.4K sold.

Ellevest Inc first reported a position in IPI in Q3 2020 and held it in 11 quarters. The position peaked at $72K in Q2 2022. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

  • Ellevest Inc reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 2,045 Intrepid Potash shares in Q2 2023, an estimated $56.4K.
  • Ellevest Inc first reported a position in Intrepid Potash in Q3 2020 and held it in 11 quarters.
  • Ellevest Inc's Intrepid Potash position peaked at $72K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.