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Kaizen Financial Strategies’s MP Materials MP Stock Holding History

Kaizen Financial Strategies’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
2022
Q3 		– Sell
-7,800
Closed -$250K – 128
2022
Q2 		$250K Hold
7,800
– – 0.25% 97
2022
Q1 		$447K Buy
+7,800
New +$343K 0.35% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Financial Strategies's MP Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of MP Materials (MP) in Q3 2022, closing a stake of 7,800 shares — an estimated $250K sold.

Kaizen Financial Strategies first reported a position in MP in Q1 2022 and held it in 2 quarters. The position peaked at $447K in Q1 2022. 396 funds tracked by Wall St. Rank hold MP as of Q3 2022.

  • Kaizen Financial Strategies reported no remaining MP Materials position as of Q3 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 7,800 MP Materials shares in Q3 2022, an estimated $250K.
  • Kaizen Financial Strategies first reported a position in MP Materials in Q1 2022 and held it in 2 quarters.
  • Kaizen Financial Strategies's MP Materials position peaked at $447K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held MP Materials as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.