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Sunbelt Securities’s Intrepid Potash IPI Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-12
Closed -$287 – 1768
2023
Q4 		$287 Hold
12
– – ﹤0.01% 1617
2023
Q3 		$302 Hold
12
– – ﹤0.01% 1677
2023
Q2 		$272 Hold
12
– – ﹤0.01% 1617
2023
Q1 		$323 Buy
+12
New +$365 ﹤0.01% 1569

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
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's IPI Position: Q1 2024 in Review

Sunbelt Securities sold out of Intrepid Potash (IPI) in Q1 2024, closing a stake of 12 shares — an estimated $287 sold.

Sunbelt Securities first reported a position in IPI in Q1 2023 and held it in 4 quarters. The position peaked at $323 in Q1 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q1 2024.

  • Sunbelt Securities reported no remaining Intrepid Potash position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 12 Intrepid Potash shares in Q1 2024, an estimated $287.
  • Sunbelt Securities first reported a position in Intrepid Potash in Q1 2023 and held it in 4 quarters.
  • Sunbelt Securities's Intrepid Potash position peaked at $323 in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.