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 $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

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

ACM

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

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

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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

TCI Wealth Advisors's IPI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 88 shares — an estimated $2.43K sold.

TCI Wealth Advisors first reported a position in IPI in Q2 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

TCI Wealth Advisors reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 88 Intrepid Potash shares in Q2 2023, an estimated $2.43K.
TCI Wealth Advisors first reported a position in Intrepid Potash in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Intrepid Potash position peaked at $7K in Q1 2022.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.