Gerber Kawasaki Wealth & Investment Management’s MP Materials MP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023 Q4	–	Sell	-14,627	Closed	-$279K	–	276
2023 Q3	$279K	Sell	14,627 -10,581	-42%	-$235K	0.02%	203
2023 Q2	$577K	Sell	25,208 -19,766	-44%	-$453K	0.04%	155
2023 Q1	$1.27M	Sell	44,974 -3,797	-8%	-$115K	0.1%	116
2022 Q4	$1.18M	Sell	48,771 -13,391	-22%	-$406K	0.11%	113
2022 Q3	$1.78M	Sell	62,162 -4,310	-6%	-$141K	0.17%	88
2022 Q2	$2.13M	Buy	66,472 +11,764	+22%	+$475K	0.2%	80
2022 Q1	$3.12M	Buy	+54,708	New	+$2.41M	0.25%	64

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CLG

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MP Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of MP Materials (MP) in Q4 2023, closing a stake of 14,627 shares — an estimated $279K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MP in Q1 2022 and held it in 7 quarters. The position peaked at $3.12M in Q1 2022. 392 funds tracked by Wall St. Rank hold MP as of Q4 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining MP Materials position as of Q4 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 14,627 MP Materials shares in Q4 2023, an estimated $279K.
Gerber Kawasaki Wealth & Investment Management first reported a position in MP Materials in Q1 2022 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's MP Materials position peaked at $3.12M in Q1 2022.
392 funds tracked by Wall St. Rank held MP Materials as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.