Kalos Management’s Intrepid Potash IPI Stock Holding History

Kalos Management’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	-90	Closed	-$2.48K	–	248
2023 Q1	$2.48K	Buy	+90	New	+$2.74K	0.01%	324

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Kalos Management's IPI Position: Q2 2023 in Review

Kalos Management sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 90 shares — an estimated $2.48K sold.

Kalos Management first reported a position in IPI in Q1 2023 and held it in 1 quarter. The position peaked at $2.48K in Q1 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

Kalos Management reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 90 Intrepid Potash shares in Q2 2023, an estimated $2.48K.
Kalos Management first reported a position in Intrepid Potash in Q1 2023 and held it in 1 quarter.
Kalos Management's Intrepid Potash position peaked at $2.48K in Q1 2023.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.