Synergy Asset Management’s IperionX IPX Stock Holding History

Synergy Asset Management’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
2026 Q2	–	Sell	-8,761	Closed	-$228K	–	301
2026 Q1	$228K	Buy	+8,761	New	+$372K	0.02%	228

Other funds holding IPX

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Asset Management's IPX Position: Q2 2026 in Review

Synergy Asset Management sold out of IperionX (IPX) in Q2 2026, closing a stake of 8,761 shares — an estimated $228K sold.

Synergy Asset Management first reported a position in IPX in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 58 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

Synergy Asset Management reported no remaining IperionX position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 8,761 IperionX shares in Q2 2026, an estimated $228K.
Synergy Asset Management first reported a position in IperionX in Q1 2026 and held it in 1 quarter.
Synergy Asset Management's IperionX position peaked at $228K in Q1 2026.
58 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.