Sugarloaf Wealth Management’s Intrepid Potash IPI Stock Holding History

Sugarloaf 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
2023 Q4	–	Sell	-98	Closed	-$2.47K	–	693
2023 Q3	$2.47K	Sell	98 -628	-87%	-$16.1K	﹤0.01%	589
2023 Q2	$16.5K	Buy	726 +331	+84%	+$7.49K	﹤0.01%	413
2023 Q1	$10.9K	Hold	395	–	–	﹤0.01%	462
2022 Q4	$11.4K	Buy	395 +103	+35%	+$3.82K	﹤0.01%	477
2022 Q3	$12K	Buy	+292	New	+$12.7K	﹤0.01%	499

Other funds holding IPI

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

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Sugarloaf Wealth Management's IPI Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Intrepid Potash (IPI) in Q4 2023, closing a stake of 98 shares — an estimated $2.47K sold.

Sugarloaf Wealth Management first reported a position in IPI in Q3 2022 and held it in 5 quarters. The position peaked at $16.5K in Q2 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Intrepid Potash position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 98 Intrepid Potash shares in Q4 2023, an estimated $2.47K.
Sugarloaf Wealth Management first reported a position in Intrepid Potash in Q3 2022 and held it in 5 quarters.
Sugarloaf Wealth Management's Intrepid Potash position peaked at $16.5K in Q2 2023.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.