Curi Wealth Management’s MP Materials MP Stock Holding History

Curi 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 Q3	–	Sell	-50	Closed	-$2K	–	505
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	519
2022 Q1	$2K	Buy	+50	New	+$2.2K	﹤0.01%	457

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

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

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

Curi Wealth Management's MP Position: Q3 2022 in Review

Curi Wealth Management sold out of MP Materials (MP) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in MP in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 396 funds tracked by Wall St. Rank hold MP as of Q3 2022.

Curi Wealth Management reported no remaining MP Materials position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 50 MP Materials shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in MP Materials in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's MP Materials position peaked at $2K in Q2 2022.
396 funds tracked by Wall St. Rank held MP Materials as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.