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Tobias Financial Advisors’s Intrepid Potash IPI Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-14
Closed – – 161
2019
Q4 		$0 Buy
+14
New +$380 ﹤0.01% 292

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tobias Financial Advisors's IPI Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Intrepid Potash (IPI) in Q1 2020, closing a stake of 14 shares.

Tobias Financial Advisors first reported a position in IPI in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 103 funds tracked by Wall St. Rank hold IPI as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Intrepid Potash position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 14 Intrepid Potash shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in Intrepid Potash in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Intrepid Potash position peaked at $0 in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.