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Focused Wealth Management’s MP Materials MP Stock Holding History

Focused 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
2024
Q1 		– Sell
-400
Closed -$7.94K – 653
2023
Q4 		$7.94K Hold
400
– – ﹤0.01% 593
2023
Q3 		$7.64K Hold
400
– – ﹤0.01% 577
2023
Q2 		$9.15K Hold
400
– – ﹤0.01% 560
2023
Q1 		$11.3K Hold
400
– – ﹤0.01% 519
2022
Q4 		$9.71K Buy
400
+200
+100% +$6.06K ﹤0.01% 534
2022
Q3 		$5K Hold
200
– – ﹤0.01% 626
2022
Q2 		$6K Hold
200
– – ﹤0.01% 589
2022
Q1 		$11K Hold
200
– – ﹤0.01% 538
2021
Q4 		$9K Hold
200
– – ﹤0.01% 606
2021
Q3 		$6K Hold
200
– – ﹤0.01% 687
2021
Q2 		$7K Buy
+200
New +$6.22K ﹤0.01% 662
2020
Q4 		– Sell
-5,000
Closed -$68K – 873
2020
Q3 		$68K Buy
+5,000
New +$63.2K 0.01% 282

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

Focused Wealth Management's MP Position: Q1 2024 in Review

Focused Wealth Management sold out of MP Materials (MP) in Q1 2024, closing a stake of 400 shares — an estimated $7.94K sold.

Focused Wealth Management first reported a position in MP in Q3 2020 and held it in 12 quarters. The position peaked at $68K in Q3 2020. 380 funds tracked by Wall St. Rank hold MP as of Q1 2024.

  • Focused Wealth Management reported no remaining MP Materials position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 400 MP Materials shares in Q1 2024, an estimated $7.94K.
  • Focused Wealth Management first reported a position in MP Materials in Q3 2020 and held it in 12 quarters.
  • Focused Wealth Management's MP Materials position peaked at $68K in Q3 2020.
  • 380 funds tracked by Wall St. Rank held MP Materials as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.