MHS
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M Holdings Securities’s Intrepid Potash IPI Stock Holding History

M Holdings Securities’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
2021
Q2 		– Sell
-9,250
Closed -$301K – 343
2021
Q1 		$301K Buy
+9,250
New +$273K 0.03% 383

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

M Holdings Securities's IPI Position: Q2 2021 in Review

M Holdings Securities sold out of Intrepid Potash (IPI) in Q2 2021, closing a stake of 9,250 shares — an estimated $301K sold.

M Holdings Securities first reported a position in IPI in Q1 2021 and held it in 1 quarter. The position peaked at $301K in Q1 2021. 80 funds tracked by Wall St. Rank hold IPI as of Q2 2021.

  • M Holdings Securities reported no remaining Intrepid Potash position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 9,250 Intrepid Potash shares in Q2 2021, an estimated $301K.
  • M Holdings Securities first reported a position in Intrepid Potash in Q1 2021 and held it in 1 quarter.
  • M Holdings Securities's Intrepid Potash position peaked at $301K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.