Ballentine Partners’s IperionX IPX Stock Holding History

Ballentine Partners’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 Q4	–	Sell	-23,776	Closed	-$529K	–	918
2024 Q3	$529K	Buy	+23,776	New	+$390K	0.01%	405

Other funds holding IPX

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

TCM

Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Ballentine Partners's IPX Position: Q4 2024 in Review

Ballentine Partners sold out of IperionX (IPX) in Q4 2024, closing a stake of 23,776 shares — an estimated $529K sold.

Ballentine Partners first reported a position in IPX in Q3 2024 and held it in 1 quarter. The position peaked at $529K in Q3 2024. 24 funds tracked by Wall St. Rank hold IPX as of Q4 2024.

Ballentine Partners reported no remaining IperionX position as of Q4 2024 after selling out during the quarter.
Ballentine Partners sold 23,776 IperionX shares in Q4 2024, an estimated $529K.
Ballentine Partners first reported a position in IperionX in Q3 2024 and held it in 1 quarter.
Ballentine Partners's IperionX position peaked at $529K in Q3 2024.
24 funds tracked by Wall St. Rank held IperionX as of Q4 2024.

Based on Ballentine Partners's 13F filing for Q4 2024, filed 16 Jan 2025.