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Venturi Wealth Management’s Intrepid Potash IPI Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-201
Closed -$4.41K – 1210
2024
Q4 		$4.41K Buy
+201
New +$5.06K ﹤0.01% 1724
2021
Q4 		– Sell
-6,951
Closed -$215K – 349
2021
Q3 		$215K Hold
6,951
– – 0.02% 294
2021
Q2 		$221K Hold
6,951
– – 0.02% 286
2021
Q1 		$226K Buy
+6,951
New +$205K 0.02% 285

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Venturi Wealth Management's IPI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Intrepid Potash (IPI) in Q1 2025, closing a stake of 201 shares — an estimated $4.41K sold.

Venturi Wealth Management first reported a position in IPI in Q1 2021 and held it in 4 quarters. The position peaked at $226K in Q1 2021. 117 funds tracked by Wall St. Rank hold IPI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Intrepid Potash position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 201 Intrepid Potash shares in Q1 2025, an estimated $4.41K.
  • Venturi Wealth Management first reported a position in Intrepid Potash in Q1 2021 and held it in 4 quarters.
  • Venturi Wealth Management's Intrepid Potash position peaked at $226K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.