AAS
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Avantax Advisory Services’s MP Materials MP Stock Holding History

Avantax Advisory Services’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$676K Sell
20,318
-1,409
-6% -$36K ﹤0.01% 1403
2025
Q1 		$530K Sell
21,727
-1,452
-6% -$33.7K ﹤0.01% 1467
2024
Q4 		$362K Buy
23,179
+2,240
+11% +$41.5K ﹤0.01% 1658
2024
Q3 		$370K Buy
20,939
+6,079
+41% +$82.6K ﹤0.01% 1614
2024
Q2 		$189K Buy
14,860
+705
+5% +$11.1K ﹤0.01% 1967
2024
Q1 		$202K Buy
14,155
+459
+3% +$7.26K ﹤0.01% 1536
2023
Q4 		$272K Buy
13,696
+1,344
+11% +$22.9K ﹤0.01% 1291
2023
Q3 		$236K Sell
12,352
-452
-4% -$10K ﹤0.01% 1333
2023
Q2 		$293K Buy
12,804
+2,236
+21% +$51.3K ﹤0.01% 1200
2023
Q1 		$298K Buy
10,568
+1,755
+20% +$53.1K ﹤0.01% 1153
2022
Q4 		$214K Buy
+8,813
New +$267K ﹤0.01% 1279

Other funds holding MP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's MP Position: Q2 2025 in Review

Avantax Advisory Services reduced its MP Materials (MP) stake by 6.5% in Q2 2025, selling an estimated $36K and leaving 20,318 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Avantax Advisory Services first reported a position in MP in Q4 2022 and has held it in 11 quarters since. 485 funds tracked by Wall St. Rank hold MP as of Q2 2025.

  • Avantax Advisory Services held 20,318 shares of MP Materials worth $676K as of Q2 2025.
  • Avantax Advisory Services sold 1,409 MP Materials shares in Q2 2025, an estimated $36K.
  • MP Materials made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1403 holding.
  • Avantax Advisory Services first reported a position in MP Materials in Q4 2022 and has held it in 11 quarters since.
  • 485 funds tracked by Wall St. Rank held MP Materials as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.