Summit Securities Group’s Intrepid Potash IPI Stock Holding History

Summit Securities 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
2023 Q1	–	Sell	-500	Closed	-$14K	–	1047
2022 Q4	$14K	Buy	+500	New	+$18.5K	﹤0.01%	974

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

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

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

Summit Securities Group's IPI Position: Q1 2023 in Review

Summit Securities Group sold out of Intrepid Potash (IPI) in Q1 2023, closing a stake of 500 shares — an estimated $14K sold.

Summit Securities Group first reported a position in IPI in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 113 funds tracked by Wall St. Rank hold IPI as of Q1 2023.

Summit Securities Group reported no remaining Intrepid Potash position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 500 Intrepid Potash shares in Q1 2023, an estimated $14K.
Summit Securities Group first reported a position in Intrepid Potash in Q4 2022 and held it in 1 quarter.
Summit Securities Group's Intrepid Potash position peaked at $14K in Q4 2022.
113 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.