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Private Advisor Group’s Intrepid Potash IPI Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,075
Closed -$11K – 2501
2020
Q2 		$11K Hold
1,075
– – ﹤0.01% 2884
2020
Q1 		$9K Hold
1,075
– – ﹤0.01% 1403
2019
Q4 		$29K Buy
+1,075
New +$29.2K ﹤0.01% 1602

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Private Advisor Group's IPI Position: Q3 2020 in Review

Private Advisor Group sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 1,075 shares — an estimated $11K sold.

Private Advisor Group first reported a position in IPI in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

  • Private Advisor Group reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,075 Intrepid Potash shares in Q3 2020, an estimated $11K.
  • Private Advisor Group first reported a position in Intrepid Potash in Q4 2019 and held it in 3 quarters.
  • Private Advisor Group's Intrepid Potash position peaked at $29K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.