FIA
IPST

FNY Investment Advisers’s IP Strategy Holdings IPST Stock Holding History

FNY Investment Advisers’s Portfolio IPST Stock Details IPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-125
Closed -$86K – 1043
2024
Q4 		$86K Buy
+125
New +$141K 0.04% 281

Other funds holding IPST

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $120M AUM 29% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

FNY Investment Advisers's IPST Position: Q1 2025 in Review

FNY Investment Advisers sold out of IP Strategy Holdings (IPST) in Q1 2025, closing a stake of 125 shares — an estimated $86K sold.

FNY Investment Advisers first reported a position in IPST in Q4 2024 and held it in 1 quarter. The position peaked at $86K in Q4 2024. 10 funds tracked by Wall St. Rank hold IPST as of Q1 2025.

  • FNY Investment Advisers reported no remaining IP Strategy Holdings position as of Q1 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 125 IP Strategy Holdings shares in Q1 2025, an estimated $86K.
  • FNY Investment Advisers first reported a position in IP Strategy Holdings in Q4 2024 and held it in 1 quarter.
  • FNY Investment Advisers's IP Strategy Holdings position peaked at $86K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held IP Strategy Holdings as of Q1 2025.

Based on FNY Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.