HGWM
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Harvest Group Wealth Management’s MP Materials MP Stock Holding History

Harvest Group 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
2023
Q1 		$423 Sell
15
-24
-62% -$726 ﹤0.01% 170
2022
Q4 		$947 Hold
39
– – ﹤0.01% 149
2022
Q3 		$1K Buy
39
+5
+15% +$163 ﹤0.01% 149
2022
Q2 		$1K Buy
34
+7
+26% +$282 ﹤0.01% 160
2022
Q1 		$2K Sell
27
-9
-25% -$396 ﹤0.01% 93
2021
Q4 		$2K Buy
+36
New +$1.42K ﹤0.01% 75

Other funds holding MP

JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Harvest Group Wealth Management's MP Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its MP Materials (MP) stake by 62% in Q1 2023, selling an estimated $726 and leaving 15 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Harvest Group Wealth Management first reported a position in MP in Q4 2021 and has held it in 6 quarters since. The position peaked at $2K in Q1 2022. 411 funds tracked by Wall St. Rank hold MP as of Q1 2023.

  • Harvest Group Wealth Management held 15 shares of MP Materials worth $423 as of Q1 2023.
  • Harvest Group Wealth Management sold 24 MP Materials shares in Q1 2023, an estimated $726.
  • MP Materials made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #170 holding.
  • Harvest Group Wealth Management first reported a position in MP Materials in Q4 2021 and has held it in 6 quarters since.
  • Harvest Group Wealth Management's MP Materials position peaked at $2K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held MP Materials as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.