BRF
IPX

B. Riley Financial’s IperionX IPX Stock Holding History

B. Riley Financial’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-337,762
Closed -$5.04M – 17
2024
Q1 		$5.04M Buy
337,762
+10,684
+3% +$138K 4.79% 4
2023
Q4 		$3.03M Sell
327,078
-50,574
-13% -$454K 1.93% 8
2023
Q3 		$3.69M Sell
377,652
-61,848
-14% -$491K 1.24% 12
2023
Q2 		$3.2M Buy
+439,500
New +$2.99M 0.83% 10

Other funds holding IPX

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Financial's IPX Position: Q2 2024 in Review

B. Riley Financial sold out of IperionX (IPX) in Q2 2024, closing a stake of 337,762 shares — an estimated $5.04M sold.

B. Riley Financial first reported a position in IPX in Q2 2023 and held it in 4 quarters. The position peaked at $5.04M in Q1 2024. 17 funds tracked by Wall St. Rank hold IPX as of Q2 2024.

  • B. Riley Financial reported no remaining IperionX position as of Q2 2024 after selling out during the quarter.
  • B. Riley Financial sold 337,762 IperionX shares in Q2 2024, an estimated $5.04M.
  • B. Riley Financial first reported a position in IperionX in Q2 2023 and held it in 4 quarters.
  • B. Riley Financial's IperionX position peaked at $5.04M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held IperionX as of Q2 2024.

Based on B. Riley Financial's 13F filing for Q2 2024, filed 14 Aug 2024.