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

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-10	Closed	-$243	–	604
2022 Q4	$243	Buy	+10	New	+$303	﹤0.01%	539
2022 Q3	–	Sell	-385	Closed	-$12K	–	581
2022 Q2	$12K	Buy	385 +10	+3%	+$404	﹤0.01%	377
2022 Q1	$22K	Hold	375	–	–	﹤0.01%	335
2021 Q4	$17K	Hold	375	–	–	﹤0.01%	360
2021 Q3	$12K	Hold	375	–	–	﹤0.01%	398
2021 Q2	$14K	Hold	375	–	–	﹤0.01%	425
2021 Q1	$13K	Hold	375	–	–	﹤0.01%	396
2020 Q4	$12K	Buy	+375	New	+$7.25K	﹤0.01%	398

Other funds holding MP

JCG

JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MP Position: Q1 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of MP Materials (MP) in Q1 2023, closing a stake of 10 shares — an estimated $243 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MP in Q4 2020 and held it in 8 quarters. The position peaked at $22K in Q1 2022. 411 funds tracked by Wall St. Rank hold MP as of Q1 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining MP Materials position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 10 MP Materials shares in Q1 2023, an estimated $243.
Laurel Wealth Advisors (North Carolina) first reported a position in MP Materials in Q4 2020 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s MP Materials position peaked at $22K in Q1 2022.
411 funds tracked by Wall St. Rank held MP Materials as of Q1 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2023, filed 8 May 2023.