PWM
IPI icon

Perigon Wealth Management’s Intrepid Potash IPI Stock Holding History

Perigon Wealth 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
2022
Q4 		– Sell
-5,275
Closed -$209K – 701
2022
Q3 		$209K Sell
5,275
-2,088
-28% -$90.6K 0.02% 529
2022
Q2 		$333K Buy
7,363
+88
+1% +$6.41K 0.03% 404
2022
Q1 		$598K Buy
+7,275
New +$401K 0.04% 321

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Perigon Wealth Management's IPI Position: Q4 2022 in Review

Perigon Wealth Management sold out of Intrepid Potash (IPI) in Q4 2022, closing a stake of 5,275 shares — an estimated $209K sold.

Perigon Wealth Management first reported a position in IPI in Q1 2022 and held it in 3 quarters. The position peaked at $598K in Q1 2022. 126 funds tracked by Wall St. Rank hold IPI as of Q4 2022.

  • Perigon Wealth Management reported no remaining Intrepid Potash position as of Q4 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 5,275 Intrepid Potash shares in Q4 2022, an estimated $209K.
  • Perigon Wealth Management first reported a position in Intrepid Potash in Q1 2022 and held it in 3 quarters.
  • Perigon Wealth Management's Intrepid Potash position peaked at $598K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.