BRWM
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B. Riley Wealth Management’s MP Materials MP Stock Holding History

B. Riley 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
2022
Q2 		$207K Sell
6,465
-600
-8% -$24.2K 0.02% 548
2022
Q1 		$405K Sell
7,065
-210
-3% -$9.24K 0.03% 374
2021
Q4 		$330K Sell
7,275
-150
-2% -$5.91K 0.02% 448
2021
Q3 		$239K Buy
+7,425
New +$258K 0.02% 515

Other funds holding MP

JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

B. Riley Wealth Management's MP Position: Q2 2022 in Review

B. Riley Wealth Management reduced its MP Materials (MP) stake by 8.5% in Q2 2022, selling an estimated $24.2K and leaving 6,465 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #548.

B. Riley Wealth Management first reported a position in MP in Q3 2021 and has held it in 4 quarters since. The position peaked at $405K in Q1 2022. 374 funds tracked by Wall St. Rank hold MP as of Q2 2022.

  • B. Riley Wealth Management held 6,465 shares of MP Materials worth $207K as of Q2 2022.
  • B. Riley Wealth Management sold 600 MP Materials shares in Q2 2022, an estimated $24.2K.
  • MP Materials made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #548 holding.
  • B. Riley Wealth Management first reported a position in MP Materials in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's MP Materials position peaked at $405K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held MP Materials as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.