BDO Wealth Advisors’s MP Materials MP Stock Holding History

BDO Wealth 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
2023 Q2	$35.4K	Hold	1,545	–	–	﹤0.01%	485
2023 Q1	$43.6K	Hold	1,545	–	–	0.01%	442
2022 Q4	$37.5K	Hold	1,545	–	–	﹤0.01%	461
2022 Q3	$42K	Buy	1,545 +845	+121%	+$27.6K	0.01%	436
2022 Q2	$22K	Hold	700	–	–	﹤0.01%	546
2022 Q1	$40K	Hold	700	–	–	﹤0.01%	472
2021 Q4	$32K	Hold	700	–	–	﹤0.01%	530
2021 Q3	$23K	Hold	700	–	–	﹤0.01%	584
2021 Q2	$26K	Hold	700	–	–	﹤0.01%	571
2021 Q1	$25K	Sell	700 -700	-50%	-$25.9K	﹤0.01%	577
2020 Q4	$45K	Hold	1,400	–	–	0.01%	366
2020 Q3	$19K	Buy	+1,400	New	+$17.7K	﹤0.01%	427

Other funds holding MP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's MP Position: Q2 2023 in Review

BDO Wealth Advisors held its MP Materials (MP) position steady in Q2 2023 at 1,545 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

BDO Wealth Advisors first reported a position in MP in Q3 2020 and has held it in 12 quarters since. The position peaked at $45K in Q4 2020. 388 funds tracked by Wall St. Rank hold MP as of Q2 2023.

BDO Wealth Advisors held 1,545 shares of MP Materials worth $35.4K as of Q2 2023.
BDO Wealth Advisors left its MP Materials share count unchanged in Q2 2023.
MP Materials made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #485 holding.
BDO Wealth Advisors first reported a position in MP Materials in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's MP Materials position peaked at $45K in Q4 2020.
388 funds tracked by Wall St. Rank held MP Materials as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.