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Laurel Wealth Advisors (California)’s MP Materials MP Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-5,100
Closed -$293K – 713
2022
Q1 		$293K Sell
5,100
-900
-15% -$39.6K 0.02% 594
2021
Q4 		$272K Sell
6,000
-200
-3% -$7.88K 0.02% 646
2021
Q3 		$200K Sell
6,200
-3,400
-35% -$118K 0.04% 443
2021
Q2 		$354K Buy
+9,600
New +$298K 0.05% 360

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MP Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of MP Materials (MP) in Q2 2022, closing a stake of 5,100 shares — an estimated $293K sold.

Laurel Wealth Advisors (California) first reported a position in MP in Q2 2021 and held it in 4 quarters. The position peaked at $354K in Q2 2021. 374 funds tracked by Wall St. Rank hold MP as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining MP Materials position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,100 MP Materials shares in Q2 2022, an estimated $293K.
  • Laurel Wealth Advisors (California) first reported a position in MP Materials in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s MP Materials position peaked at $354K in Q2 2021.
  • 374 funds tracked by Wall St. Rank held MP Materials as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.