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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 – 434
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 $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

Glassman Wealth Services's IPI Position: Q2 2023 in Review

Glassman Wealth Services sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 7 shares — an estimated $193 sold.

Glassman Wealth Services first reported a position in IPI in Q4 2014 and held it in 6 quarters. The position peaked at $27K in Q4 2014. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

  • Glassman Wealth Services reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Intrepid Potash shares in Q2 2023, an estimated $193.
  • Glassman Wealth Services first reported a position in Intrepid Potash in Q4 2014 and held it in 6 quarters.
  • Glassman Wealth Services's Intrepid Potash position peaked at $27K in Q4 2014.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.