BerganKDV Wealth Management’s MP Materials MP Stock Holding History

BerganKDV 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
2023 Q1	–	Sell	-302	Closed	-$7.33K	–	1098
2022 Q4	$7.33K	Buy	+302	New	+$9.15K	﹤0.01%	622

Other funds holding MP

JCG

JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

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

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

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

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

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

CLG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BerganKDV Wealth Management's MP Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of MP Materials (MP) in Q1 2023, closing a stake of 302 shares — an estimated $7.33K sold.

BerganKDV Wealth Management first reported a position in MP in Q4 2022 and held it in 1 quarter. The position peaked at $7.33K in Q4 2022. 411 funds tracked by Wall St. Rank hold MP as of Q1 2023.

BerganKDV Wealth Management reported no remaining MP Materials position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 302 MP Materials shares in Q1 2023, an estimated $7.33K.
BerganKDV Wealth Management first reported a position in MP Materials in Q4 2022 and held it in 1 quarter.
BerganKDV Wealth Management's MP Materials position peaked at $7.33K in Q4 2022.
411 funds tracked by Wall St. Rank held MP Materials as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.