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BBJS Financial Advisors’s MP Materials MP Stock Holding History

BBJS Financial Advisors’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
2024
Q3 		$6.18K Sell
350
-200
-36% -$2.72K ﹤0.01% 121
2024
Q2 		$7K Sell
550
-400
-42% -$6.28K ﹤0.01% 139
2024
Q1 		$13.6K Buy
950
+700
+280% +$11.1K ﹤0.01% 90
2023
Q4 		$4.96K Buy
+250
New +$4.26K ﹤0.01% 102

Other funds holding MP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BBJS Financial Advisors's MP Position: Q3 2024 in Review

BBJS Financial Advisors reduced its MP Materials (MP) stake by 36% in Q3 2024, selling an estimated $2.72K and leaving 350 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

BBJS Financial Advisors first reported a position in MP in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.6K in Q1 2024. 365 funds tracked by Wall St. Rank hold MP as of Q3 2024.

  • BBJS Financial Advisors held 350 shares of MP Materials worth $6.18K as of Q3 2024.
  • BBJS Financial Advisors sold 200 MP Materials shares in Q3 2024, an estimated $2.72K.
  • MP Materials made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #121 holding.
  • BBJS Financial Advisors first reported a position in MP Materials in Q4 2023 and has held it in 4 quarters since.
  • BBJS Financial Advisors's MP Materials position peaked at $13.6K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held MP Materials as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.