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Patriot Financial Group Insurance Agency’s Intrepid Potash IPI Stock Holding History

Patriot Financial Group Insurance Agency’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
-300
Closed -$14K – 1147
2022
Q2 		$14K Buy
+300
New +$21.8K ﹤0.01% 1133
2022
Q1 		– Sell
-2,780
Closed -$119K – 2143
2021
Q4 		$119K Buy
2,780
+680
+32% +$28.9K 0.02% 596
2021
Q3 		$65K Sell
2,100
-100
-5% -$3.13K 0.01% 778
2021
Q2 		$70K Buy
+2,200
New +$64.9K 0.01% 728

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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 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $3.37T AUM 44.26% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IPI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Intrepid Potash (IPI) in Q3 2022, closing a stake of 300 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in IPI in Q2 2021 and held it in 4 quarters. The position peaked at $119K in Q4 2021. 147 funds tracked by Wall St. Rank hold IPI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Intrepid Potash position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 Intrepid Potash shares in Q3 2022, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in Intrepid Potash in Q2 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Intrepid Potash position peaked at $119K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.