Walled Lake Planning & Wealth Management’s Intrepid Potash IPI Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-30	Closed	-$1K	–	203
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	317
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	304
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	300
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	303
2020 Q3	$0	Hold	30	–	–	﹤0.01%	352
2020 Q2	$0	Hold	30	–	–	﹤0.01%	349
2020 Q1	$0	Hold	30	–	–	﹤0.01%	343
2019 Q4	$1K	Buy	+30	New	+$815	﹤0.01%	265

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

IMOV

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's IPI Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Intrepid Potash (IPI) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in IPI in Q4 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 100 funds tracked by Wall St. Rank hold IPI as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Intrepid Potash position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 30 Intrepid Potash shares in Q4 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Intrepid Potash in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Intrepid Potash position peaked at $1K in Q3 2021.
100 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.