First Trust Advisors
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First Trust Advisors’s Intrepid Potash IPI Stock Holding History

First Trust Advisors’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
2024
Q3 		– Sell
-26,470
Closed -$620K – 2427
2024
Q2 		$620K Buy
26,470
+1,971
+8% +$45.3K ﹤0.01% 2086
2024
Q1 		$511K Sell
24,499
-1,172
-5% -$23.4K ﹤0.01% 2142
2023
Q4 		$613K Buy
25,671
+601
+2% +$12.7K ﹤0.01% 2093
2023
Q3 		$631K Sell
25,070
-388
-2% -$9.93K ﹤0.01% 2102
2023
Q2 		$578K Sell
25,458
-444
-2% -$10K ﹤0.01% 2109
2023
Q1 		$715K Buy
25,902
+2,017
+8% +$61.4K ﹤0.01% 2053
2022
Q4 		$690K Sell
23,885
-1,891
-7% -$70.1K ﹤0.01% 2080
2022
Q3 		$1.02M Buy
+25,776
New +$1.12M ﹤0.01% 1988
2016
Q2 		– Sell
-54,957
Closed -$610K – 2320
2016
Q1 		$610K Buy
54,957
+18,804
+52% +$339K ﹤0.01% 1863
2015
Q4 		$1.07M Buy
36,153
+14,949
+71% +$630K ﹤0.01% 1714
2015
Q3 		$1.18M Buy
21,204
+3,164
+18% +$263K ﹤0.01% 1664
2015
Q2 		$2.15M Buy
18,040
+13,330
+283% +$1.58M 0.01% 1488
2015
Q1 		$544K Buy
4,710
+1,282
+37% +$169K ﹤0.01% 1953
2014
Q4 		$476K Buy
3,428
+113
+3% +$15.7K ﹤0.01% 1992
2014
Q3 		$512K Sell
3,315
-12,672
-79% -$1.95M ﹤0.01% 1923
2014
Q2 		$2.68M Sell
15,987
-9,550
-37% -$1.54M 0.01% 1202
2014
Q1 		$3.95M Buy
25,537
+1,193
+5% +$182K 0.02% 1066
2013
Q4 		$3.86M Buy
24,344
+8,231
+51% +$1.28M 0.02% 1070
2013
Q3 		$2.53M Sell
16,113
-28,258
-64% -$4.33M 0.01% 1144
2013
Q2 		$8.45M Buy
+44,371
New +$8.14M 0.06% 516

Other funds holding IPI

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors's IPI Position: Q3 2024 in Review

First Trust Advisors sold out of Intrepid Potash (IPI) in Q3 2024, closing a stake of 26,470 shares — an estimated $620K sold.

First Trust Advisors first reported a position in IPI in Q2 2013 and held it in 20 quarters. The position peaked at $8.45M in Q2 2013. 90 funds tracked by Wall St. Rank hold IPI as of Q3 2024.

  • First Trust Advisors reported no remaining Intrepid Potash position as of Q3 2024 after selling out during the quarter.
  • First Trust Advisors sold 26,470 Intrepid Potash shares in Q3 2024, an estimated $620K.
  • First Trust Advisors first reported a position in Intrepid Potash in Q2 2013 and held it in 20 quarters.
  • First Trust Advisors's Intrepid Potash position peaked at $8.45M in Q2 2013.
  • 90 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2024.

Based on First Trust Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.