LW
MP icon

Lauer Wealth’s MP Materials MP Stock Holding History

Lauer Wealth’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
Q4 		– Sell
-20,250
Closed -$362K – 43
2024
Q3 		$362K Sell
20,250
-9,400
-32% -$128K 0.28% 27
2024
Q2 		$441K Buy
29,650
+5,358
+22% +$84.1K 0.35% 23
2024
Q1 		$420K Buy
24,292
+2,888
+13% +$45.7K 0.37% 27
2023
Q4 		$343K Buy
21,404
+4,602
+27% +$78.5K 0.32% 30
2023
Q3 		$307K Buy
16,802
+5,100
+44% +$113K 0.33% 29
2023
Q2 		$273K Buy
+11,702
New +$268K 0.28% 40

Other funds holding MP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lauer Wealth's MP Position: Q4 2024 in Review

Lauer Wealth sold out of MP Materials (MP) in Q4 2024, closing a stake of 20,250 shares — an estimated $362K sold.

Lauer Wealth first reported a position in MP in Q2 2023 and held it in 6 quarters. The position peaked at $441K in Q2 2024. 385 funds tracked by Wall St. Rank hold MP as of Q4 2024.

  • Lauer Wealth reported no remaining MP Materials position as of Q4 2024 after selling out during the quarter.
  • Lauer Wealth sold 20,250 MP Materials shares in Q4 2024, an estimated $362K.
  • Lauer Wealth first reported a position in MP Materials in Q2 2023 and held it in 6 quarters.
  • Lauer Wealth's MP Materials position peaked at $441K in Q2 2024.
  • 385 funds tracked by Wall St. Rank held MP Materials as of Q4 2024.

Based on Lauer Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.