Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s MP Materials MP Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-6,059
Closed -$116K – 328
2023
Q3 		$116K Buy
+6,059
New +$134K 0.03% 120
2021
Q4 		– Sell
-11,734
Closed -$378K – 50
2021
Q3 		$378K Buy
11,734
+1,285
+12% +$44.7K 0.11% 53
2021
Q2 		$385K Buy
+10,449
New +$325K 0.12% 59

Other funds holding MP

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of MP Materials (MP) in Q4 2023, closing a stake of 6,059 shares — an estimated $116K sold.

Legacy Financial Group (Iowa) first reported a position in MP in Q2 2021 and held it in 3 quarters. The position peaked at $385K in Q2 2021. 392 funds tracked by Wall St. Rank hold MP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining MP Materials position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 6,059 MP Materials shares in Q4 2023, an estimated $116K.
  • Legacy Financial Group (Iowa) first reported a position in MP Materials in Q2 2021 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s MP Materials position peaked at $385K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held MP Materials as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.