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Truvestments Capital’s Intrepid Potash IPI Stock Holding History

Truvestments Capital’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
2019
Q4 		– Sell
-100
Closed -$3K – 353
2019
Q3 		$3K Sell
100
-130
-57% -$4.34K ﹤0.01% 634
2019
Q2 		$8K Sell
230
-40
-15% -$1.4K 0.01% 558
2019
Q1 		$10K Buy
+270
New +$9.39K 0.01% 517
2018
Q3 		$10K Buy
+270
New +$9.88K ﹤0.01% 634

Other funds holding IPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Truvestments Capital's IPI Position: Q4 2019 in Review

Truvestments Capital sold out of Intrepid Potash (IPI) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Truvestments Capital first reported a position in IPI in Q3 2018 and held it in 4 quarters. The position peaked at $10K in Q1 2019. 116 funds tracked by Wall St. Rank hold IPI as of Q4 2019.

  • Truvestments Capital reported no remaining Intrepid Potash position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 100 Intrepid Potash shares in Q4 2019, an estimated $3K.
  • Truvestments Capital first reported a position in Intrepid Potash in Q3 2018 and held it in 4 quarters.
  • Truvestments Capital's Intrepid Potash position peaked at $10K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.