SWM
IPI icon

Spire Wealth Management’s Intrepid Potash IPI Stock Holding History

Spire 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
Q2 		– Sell
-1,003
Closed -$82K – 2751
2022
Q1 		$82K Buy
+1,003
New +$55.3K ﹤0.01% 1242

Other funds holding IPI

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's IPI Position: Q2 2022 in Review

Spire Wealth Management sold out of Intrepid Potash (IPI) in Q2 2022, closing a stake of 1,003 shares — an estimated $82K sold.

Spire Wealth Management first reported a position in IPI in Q1 2022 and held it in 1 quarter. The position peaked at $82K in Q1 2022. 144 funds tracked by Wall St. Rank hold IPI as of Q2 2022.

  • Spire Wealth Management reported no remaining Intrepid Potash position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,003 Intrepid Potash shares in Q2 2022, an estimated $82K.
  • Spire Wealth Management first reported a position in Intrepid Potash in Q1 2022 and held it in 1 quarter.
  • Spire Wealth Management's Intrepid Potash position peaked at $82K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.