Raymond James Financial Services Advisors’s Intrepid Potash IPI Stock Holding History

Raymond James Financial Services 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
2022 Q4	–	Sell	-7,946	Closed	-$314K	–	3326
2022 Q3	$314K	Sell	7,946 -14,054	-64%	-$610K	﹤0.01%	2538
2022 Q2	$996K	Buy	22,000 +7,737	+54%	+$563K	﹤0.01%	1829
2022 Q1	$1.17M	Buy	+14,263	New	+$786K	﹤0.01%	1840
2018 Q4	–	Sell	-2,900	Closed	-$104K	–	2679
2018 Q3	$104K	Sell	2,900 -8,600	-75%	-$315K	﹤0.01%	2656
2018 Q2	$472K	Buy	11,500 +1,200	+12%	+$52.4K	﹤0.01%	1910
2018 Q1	$375K	Sell	10,300 -4,300	-29%	-$166K	﹤0.01%	1908
2017 Q4	$695K	Buy	+14,600	New	+$569K	﹤0.01%	1512
2016 Q4	–	Sell	-1,025	Closed	-$12K	–	2389
2016 Q3	$12K	Sell	1,025 -135	-12%	-$1.77K	﹤0.01%	2286
2016 Q2	$17K	Hold	1,160	–	–	﹤0.01%	2231
2016 Q1	$13K	Buy	+1,160	New	+$20.9K	﹤0.01%	2044

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $51.4B AUM 31.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial Services Advisors's IPI Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of Intrepid Potash (IPI) in Q4 2022, closing a stake of 7,946 shares — an estimated $314K sold.

Raymond James Financial Services Advisors first reported a position in IPI in Q1 2016 and held it in 10 quarters. The position peaked at $1.17M in Q1 2022. 126 funds tracked by Wall St. Rank hold IPI as of Q4 2022.

Raymond James Financial Services Advisors reported no remaining Intrepid Potash position as of Q4 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 7,946 Intrepid Potash shares in Q4 2022, an estimated $314K.
Raymond James Financial Services Advisors first reported a position in Intrepid Potash in Q1 2016 and held it in 10 quarters.
Raymond James Financial Services Advisors's Intrepid Potash position peaked at $1.17M in Q1 2022.
126 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.