FRG Family Wealth Advisors’s MP Materials MP Stock Holding History

FRG Family 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 Q2	–	Sell	-2,100	Closed	-$33.6K	–	269
2024 Q1	$33.6K	Buy	+2,100	New	+$33.2K	0.01%	215

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

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

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

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

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

FRG Family Wealth Advisors's MP Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of MP Materials (MP) in Q2 2024, closing a stake of 2,100 shares — an estimated $33.6K sold.

FRG Family Wealth Advisors first reported a position in MP in Q1 2024 and held it in 1 quarter. The position peaked at $33.6K in Q1 2024. 385 funds tracked by Wall St. Rank hold MP as of Q2 2024.

FRG Family Wealth Advisors reported no remaining MP Materials position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 2,100 MP Materials shares in Q2 2024, an estimated $33.6K.
FRG Family Wealth Advisors first reported a position in MP Materials in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's MP Materials position peaked at $33.6K in Q1 2024.
385 funds tracked by Wall St. Rank held MP Materials as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.