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Heritage Wealth Management (Arizona)’s Intrepid Potash IPI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-150
Closed -$6.79K – 1056
2022
Q2 		$6.79K Buy
+150
New +$10.9K ﹤0.01% 728

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IPI Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Intrepid Potash (IPI) in Q3 2022, closing a stake of 150 shares — an estimated $6.79K sold.

Heritage Wealth Management (Arizona) first reported a position in IPI in Q2 2022 and held it in 1 quarter. The position peaked at $6.79K in Q2 2022. 147 funds tracked by Wall St. Rank hold IPI as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Intrepid Potash position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 Intrepid Potash shares in Q3 2022, an estimated $6.79K.
  • Heritage Wealth Management (Arizona) first reported a position in Intrepid Potash in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Intrepid Potash position peaked at $6.79K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.