WealthTrust Axiom’s Intrepid Potash IPI Stock Holding History

WealthTrust Axiom’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 Q2	–	Sell	-11,750	Closed	-$345K	–	263
2025 Q1	$345K	Sell	11,750 -5,250	-31%	-$139K	0.11%	174
2024 Q4	$373K	Hold	17,000	–	–	0.11%	171
2024 Q3	$408K	Sell	17,000 -500	-3%	-$11.9K	0.12%	155
2024 Q2	$410K	Buy	17,500 +4,000	+30%	+$92K	0.14%	149
2024 Q1	$282K	Sell	13,500 -2,500	-16%	-$49.9K	0.09%	188
2023 Q4	$382K	Buy	16,000 +5,500	+52%	+$116K	0.13%	154
2023 Q3	$264K	Buy	10,500 +500	+5%	+$12.8K	0.1%	182
2023 Q2	$227K	Buy	10,000 +500	+5%	+$11.3K	0.08%	208
2023 Q1	$262K	Sell	9,500 -300	-3%	-$9.13K	0.09%	191
2022 Q4	$283K	Buy	+9,800	New	+$363K	0.1%	174
2020 Q3	–	Sell	-2,000	Closed	-$19K	–	212
2020 Q2	$19K	Buy	+2,000	New	+$20.8K	0.01%	203

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrust Axiom's IPI Position: Q2 2025 in Review

WealthTrust Axiom sold out of Intrepid Potash (IPI) in Q2 2025, closing a stake of 11,750 shares — an estimated $345K sold.

WealthTrust Axiom first reported a position in IPI in Q2 2020 and held it in 11 quarters. The position peaked at $410K in Q2 2024. 139 funds tracked by Wall St. Rank hold IPI as of Q2 2025.

WealthTrust Axiom reported no remaining Intrepid Potash position as of Q2 2025 after selling out during the quarter.
WealthTrust Axiom sold 11,750 Intrepid Potash shares in Q2 2025, an estimated $345K.
WealthTrust Axiom first reported a position in Intrepid Potash in Q2 2020 and held it in 11 quarters.
WealthTrust Axiom's Intrepid Potash position peaked at $410K in Q2 2024.
139 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2025.

Based on WealthTrust Axiom's 13F filing for Q2 2025, filed 13 Aug 2025.