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Game Plan Financial Advisors’s Intrepid Potash IPI Stock Holding History

Game Plan Financial 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
2020
Q3 		– Sell
-3,500
Closed -$35K – 63
2020
Q2 		$35K Hold
3,500
– – 0.05% 55
2020
Q1 		$27K Buy
3,500
+450
+15% +$8.37K 0.03% 80
2019
Q4 		$83K Buy
+3,050
New +$82.9K 0.08% 89

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Game Plan Financial Advisors's IPI Position: Q3 2020 in Review

Game Plan Financial Advisors sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 3,500 shares — an estimated $35K sold.

Game Plan Financial Advisors first reported a position in IPI in Q4 2019 and held it in 3 quarters. The position peaked at $83K in Q4 2019. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

  • Game Plan Financial Advisors reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
  • Game Plan Financial Advisors sold 3,500 Intrepid Potash shares in Q3 2020, an estimated $35K.
  • Game Plan Financial Advisors first reported a position in Intrepid Potash in Q4 2019 and held it in 3 quarters.
  • Game Plan Financial Advisors's Intrepid Potash position peaked at $83K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on Game Plan Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.