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Private Wealth Management Group’s Intrepid Potash IPI Stock Holding History

Private Wealth Management 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
2024
Q2 		– Sell
-184
Closed -$3.84K – 1557
2024
Q1 		$3.84K Hold
184
– – ﹤0.01% 718
2023
Q4 		$4.4K Buy
+184
New +$3.89K ﹤0.01% 676

Other funds holding IPI

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
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
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Private Wealth Management Group's IPI Position: Q2 2024 in Review

Private Wealth Management Group sold out of Intrepid Potash (IPI) in Q2 2024, closing a stake of 184 shares — an estimated $3.84K sold.

Private Wealth Management Group first reported a position in IPI in Q4 2023 and held it in 2 quarters. The position peaked at $4.4K in Q4 2023. 98 funds tracked by Wall St. Rank hold IPI as of Q2 2024.

  • Private Wealth Management Group reported no remaining Intrepid Potash position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 184 Intrepid Potash shares in Q2 2024, an estimated $3.84K.
  • Private Wealth Management Group first reported a position in Intrepid Potash in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Intrepid Potash position peaked at $4.4K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.