AWM
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Avior Wealth Management’s MP Materials MP Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2
Closed -$31 – 1723
2024
Q4 		$31 Hold
2
– – ﹤0.01% 2434
2024
Q3 		$35 Hold
2
– – ﹤0.01% 2284
2024
Q2 		$25 Hold
2
– – ﹤0.01% 2244
2024
Q1 		$28 Hold
2
– – ﹤0.01% 3623
2023
Q4 		$39 Hold
2
– – ﹤0.01% 1508
2023
Q3 		$38 Sell
2
-1,500
-100% -$33.3K ﹤0.01% 1576
2023
Q2 		$34.4K Hold
1,502
– – ﹤0.01% 841
2023
Q1 		$42.3K Hold
1,502
– – ﹤0.01% 811
2022
Q4 		$36.5K Hold
1,502
– – ﹤0.01% 675
2022
Q3 		$41K Buy
1,502
+1,500
+75,000% +$49K ﹤0.01% 634
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1164
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1182
2021
Q4 		$0 Buy
+2
New +$79 ﹤0.01% 1172
2021
Q3 		– Sell
-100
Closed -$3K – 1132
2021
Q2 		$3K Buy
+100
New +$3.11K ﹤0.01% 867

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's MP Position: Q1 2025 in Review

Avior Wealth Management sold out of MP Materials (MP) in Q1 2025, closing a stake of 2 shares — an estimated $31 sold.

Avior Wealth Management first reported a position in MP in Q2 2021 and held it in 14 quarters. The position peaked at $42.3K in Q1 2023. 407 funds tracked by Wall St. Rank hold MP as of Q1 2025.

  • Avior Wealth Management reported no remaining MP Materials position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 MP Materials shares in Q1 2025, an estimated $31.
  • Avior Wealth Management first reported a position in MP Materials in Q2 2021 and held it in 14 quarters.
  • Avior Wealth Management's MP Materials position peaked at $42.3K in Q1 2023.
  • 407 funds tracked by Wall St. Rank held MP Materials as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.