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Laurel Wealth Advisors (California)’s Intrepid Potash IPI Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-2,450
Closed -$201K – 698
2022
Q1 		$201K Buy
+2,450
New +$135K 0.02% 729

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IPI Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Intrepid Potash (IPI) in Q2 2022, closing a stake of 2,450 shares — an estimated $201K sold.

Laurel Wealth Advisors (California) first reported a position in IPI in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 144 funds tracked by Wall St. Rank hold IPI as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Intrepid Potash position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,450 Intrepid Potash shares in Q2 2022, an estimated $201K.
  • Laurel Wealth Advisors (California) first reported a position in Intrepid Potash in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Intrepid Potash position peaked at $201K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.