Plante Moran Financial Advisors’s Intrepid Potash IPI Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-25	Closed	-$1K	–	1053
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	831
2020 Q3	$0	Hold	25	–	–	﹤0.01%	870
2020 Q2	$0	Hold	25	–	–	﹤0.01%	803
2020 Q1	$0	Hold	25	–	–	﹤0.01%	784
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	721
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	819
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	758
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	746
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	806
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	727
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	765
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	904
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	832
2017 Q3	$1K	Sell	25 -25	-50%	-$843	﹤0.01%	770
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	789
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	831
2016 Q4	$1K	Buy	+50	New	+$740	﹤0.01%	916
2014 Q2	–	Sell	-20	Closed	-$3K	–	843
2014 Q1	$3K	Hold	20	–	–	﹤0.01%	529
2013 Q4	$3K	Hold	20	–	–	﹤0.01%	592
2013 Q3	$3K	Hold	20	–	–	﹤0.01%	522
2013 Q2	$4K	Buy	+20	New	+$3.67K	﹤0.01%	466

Other funds holding IPI

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Plante Moran Financial Advisors's IPI Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Intrepid Potash (IPI) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in IPI in Q2 2013 and held it in 21 quarters. The position peaked at $4K in Q2 2013. 80 funds tracked by Wall St. Rank hold IPI as of Q1 2021.

Plante Moran Financial Advisors reported no remaining Intrepid Potash position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 25 Intrepid Potash shares in Q1 2021, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Intrepid Potash in Q2 2013 and held it in 21 quarters.
Plante Moran Financial Advisors's Intrepid Potash position peaked at $4K in Q2 2013.
80 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.