Marshall Wace’s IperionX IPX Stock Holding History

Marshall Wace’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
2025 Q1	–	Sell	-13,510	Closed	-$465K	–	2850
2024 Q4	$465K	Buy	+13,510	New	+$352K	﹤0.01%	2058

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Marshall Wace's IPX Position: Q1 2025 in Review

Marshall Wace sold out of IperionX (IPX) in Q1 2025, closing a stake of 13,510 shares — an estimated $465K sold.

Marshall Wace first reported a position in IPX in Q4 2024 and held it in 1 quarter. The position peaked at $465K in Q4 2024. 21 funds tracked by Wall St. Rank hold IPX as of Q1 2025.

Marshall Wace reported no remaining IperionX position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 13,510 IperionX shares in Q1 2025, an estimated $465K.
Marshall Wace first reported a position in IperionX in Q4 2024 and held it in 1 quarter.
Marshall Wace's IperionX position peaked at $465K in Q4 2024.
21 funds tracked by Wall St. Rank held IperionX as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.