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Wipfli Financial Advisors’s Intrepid Potash IPI Stock Holding History

Wipfli Financial Advisors’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 		$5K Buy
+116
New +$5.03K ﹤0.01% 2077

Other funds holding IPI

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Wipfli Financial Advisors's IPI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Intrepid Potash (IPI) in Q3 2022: 116 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2077 among its holdings.

147 funds tracked by Wall St. Rank hold IPI as of Q3 2022.

  • Wipfli Financial Advisors held 116 shares of Intrepid Potash worth $5K as of Q3 2022.
  • Intrepid Potash was a new Wipfli Financial Advisors position in Q3 2022.
  • Intrepid Potash made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2077 holding.
  • 147 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.