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Financial Synergies Wealth Advisors’s MP Materials MP Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-5
Closed -$122 – 536
2023
Q4 		$122 Buy
+5
New +$85 ﹤0.01% 449
2023
Q1 		– Sell
-5
Closed -$122 – 505
2022
Q4 		$122 Hold
5
– – ﹤0.01% 449
2022
Q3 		$137 Sell
5
-500
-99% -$16.3K ﹤0.01% 457
2022
Q2 		$16.2K Buy
+505
New +$20.4K ﹤0.01% 145

Other funds holding MP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's MP Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of MP Materials (MP) in Q1 2024, closing a stake of 5 shares — an estimated $122 sold.

Financial Synergies Wealth Advisors first reported a position in MP in Q2 2022 and held it in 4 quarters. The position peaked at $16.2K in Q2 2022. 380 funds tracked by Wall St. Rank hold MP as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining MP Materials position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 MP Materials shares in Q1 2024, an estimated $122.
  • Financial Synergies Wealth Advisors first reported a position in MP Materials in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's MP Materials position peaked at $16.2K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held MP Materials as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.