TCI Wealth Advisors’s Intrepid Potash IPI Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-88	Closed	-$2.43K	–	1184
2023 Q1	$2.43K	Hold	88	–	–	﹤0.01%	1914
2022 Q4	$2.54K	Hold	88	–	–	﹤0.01%	1916
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	1783
2022 Q2	$4K	Hold	88	–	–	﹤0.01%	1638
2022 Q1	$7K	Hold	88	–	–	﹤0.01%	1324
2021 Q4	$4K	Hold	88	–	–	﹤0.01%	1836
2021 Q3	$3K	Hold	88	–	–	﹤0.01%	1947
2021 Q2	$3K	Buy	+88	New	+$2.6K	﹤0.01%	1771

Other funds holding IPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return