FORA Capital’s Intrepid Potash IPI Stock Holding History

FORA Capital’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	-8,028	Closed	-$647K	–	553
2022 Q1	$647K	Buy	+8,028	New	+$442K	0.12%	236
2021 Q1	–	Sell	-1,767	Closed	-$43K	–	929
2020 Q4	$43K	Buy	+1,767	New	+$22K	0.01%	789

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

FORA Capital's IPI Position: Q2 2022 in Review

FORA Capital sold out of Intrepid Potash (IPI) in Q2 2022, closing a stake of 8,028 shares — an estimated $647K sold.

FORA Capital first reported a position in IPI in Q4 2020 and held it in 2 quarters. The position peaked at $647K in Q1 2022. 144 funds tracked by Wall St. Rank hold IPI as of Q2 2022.

FORA Capital reported no remaining Intrepid Potash position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 8,028 Intrepid Potash shares in Q2 2022, an estimated $647K.
FORA Capital first reported a position in Intrepid Potash in Q4 2020 and held it in 2 quarters.
FORA Capital's Intrepid Potash position peaked at $647K in Q1 2022.
144 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.