GWMIA
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Global Wealth Management Investment Advisory’s MP Materials MP Stock Holding History

Global Wealth Management Investment Advisory’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
-70
Closed -$1.34K – 489
2023
Q3 		$1.34K Hold
70
– – ﹤0.01% 412
2023
Q2 		$1.6K Buy
+70
New +$1.6K ﹤0.01% 405
2022
Q3 		– Sell
-70
Closed -$2K – 343
2022
Q2 		$2K Hold
70
– – ﹤0.01% 419
2022
Q1 		$4K Hold
70
– – ﹤0.01% 377
2021
Q4 		$3K Hold
70
– – ﹤0.01% 384
2021
Q3 		$2K Hold
70
– – ﹤0.01% 421
2021
Q2 		$3K Hold
70
– – ﹤0.01% 373
2021
Q1 		$3K Buy
+70
New +$2.59K ﹤0.01% 394

Other funds holding MP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's MP Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of MP Materials (MP) in Q4 2023, closing a stake of 70 shares — an estimated $1.34K sold.

Global Wealth Management Investment Advisory first reported a position in MP in Q1 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 392 funds tracked by Wall St. Rank hold MP as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining MP Materials position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 70 MP Materials shares in Q4 2023, an estimated $1.34K.
  • Global Wealth Management Investment Advisory first reported a position in MP Materials in Q1 2021 and held it in 8 quarters.
  • Global Wealth Management Investment Advisory's MP Materials position peaked at $4K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held MP Materials as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.