GWS
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Glassman Wealth Services’s Intrepid Potash IPI Stock Holding History

Glassman Wealth Services’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
-7
Closed -$193 – 1964
2023
Q1 		$193 Hold
7
– – ﹤0.01% 1808
2022
Q4 		$202 Buy
7
+3
+75% +$111 ﹤0.01% 1797
2022
Q3 		$0 Sell
4
-7
-64% -$304 ﹤0.01% 1823
2022
Q2 		$0 Buy
+11
New +$801 ﹤0.01% 1832
2015
Q2 		– Sell
-193
Closed -$22K – 436
2015
Q1 		$22K Hold
193
– – 0.02% 219
2014
Q4 		$27K Buy
+193
New +$26.7K 0.02% 212

Other funds holding IPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $61.5B AUM 30.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return