RAFFA WEALTH MANAGEMENT, LLC’s Intrepid Potash IPI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022 Q3	–	Sell	-9	Closed	-$408	–	1179
2022 Q2	$408	Buy	+9	New	+$655	﹤0.01%	1057
2016 Q4	–	Sell	-3	Closed	-$37	–	887
2016 Q3	$37	Hold	3	–	–	﹤0.01%	866
2016 Q2	$48	Hold	3	–	–	﹤0.01%	861
2016 Q1	$37	Hold	3	–	–	﹤0.01%	848
2015 Q4	$97	Hold	3	–	–	﹤0.01%	841
2015 Q3	$183	Hold	3	–	–	﹤0.01%	827
2015 Q2	$394	Hold	3	–	–	﹤0.01%	780
2015 Q1	$381	Hold	3	–	–	﹤0.01%	786
2014 Q4	$458	Hold	3	–	–	﹤0.01%	705
2014 Q3	$510	Buy	+3	New	+$462	﹤0.01%	623
2014 Q1	–	Sell	-3	Closed	-$458	–	489
2013 Q4	$458	Buy	+3	New	+$466	﹤0.01%	705

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IPI Position: Q3 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Intrepid Potash (IPI) in Q3 2022, closing a stake of 9 shares — an estimated $408 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IPI in Q4 2013 and held it in 11 quarters. The position peaked at $510 in Q3 2014. 147 funds tracked by Wall St. Rank hold IPI as of Q3 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Intrepid Potash position as of Q3 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 9 Intrepid Potash shares in Q3 2022, an estimated $408.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Intrepid Potash in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Intrepid Potash position peaked at $510 in Q3 2014.
147 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2022, filed 27 Jul 2026.