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
2021 Q2	–	Sell	-4,000	Closed	-$6K	–	995
2021 Q1	$6K	Buy	+4,000	New	+$148K	﹤0.01%	680

Other funds holding MP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 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.