Capital A Wealth Management’s MP Materials MP Stock Holding History

Capital A 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	–	846
2024 Q4	$31	Buy	+2	New	+$37	﹤0.01%	838

Other funds holding MP

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital A Wealth Management's MP Position: Q1 2025 in Review

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

Capital A Wealth Management first reported a position in MP in Q4 2024 and held it in 1 quarter. The position peaked at $31 in Q4 2024. 407 funds tracked by Wall St. Rank hold MP as of Q1 2025.

Capital A Wealth Management reported no remaining MP Materials position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 2 MP Materials shares in Q1 2025, an estimated $31.
Capital A Wealth Management first reported a position in MP Materials in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's MP Materials position peaked at $31 in Q4 2024.
407 funds tracked by Wall St. Rank held MP Materials as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.