MWM
MP icon

Mission Wealth Management’s MP Materials MP Stock Holding History

Mission Wealth Management’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
Q4 		– Sell
-10,165
Closed -$278K – 538
2022
Q3 		$278K Buy
10,165
+299
+3% +$9.77K 0.01% 411
2022
Q2 		$317K Buy
9,866
+86
+0.9% +$3.47K 0.02% 384
2022
Q1 		$561K Buy
9,780
+96
+1% +$4.22K 0.03% 291
2021
Q4 		$440K Buy
9,684
+88
+0.9% +$3.47K 0.02% 344
2021
Q3 		$309K Hold
9,596
– – 0.02% 403
2021
Q2 		$354K Buy
9,596
+3,414
+55% +$106K 0.02% 356
2021
Q1 		$222K Buy
+6,182
New +$229K 0.01% 415

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mission Wealth Management's MP Position: Q4 2022 in Review

Mission Wealth Management sold out of MP Materials (MP) in Q4 2022, closing a stake of 10,165 shares — an estimated $278K sold.

Mission Wealth Management first reported a position in MP in Q1 2021 and held it in 7 quarters. The position peaked at $561K in Q1 2022. 408 funds tracked by Wall St. Rank hold MP as of Q4 2022.

  • Mission Wealth Management reported no remaining MP Materials position as of Q4 2022 after selling out during the quarter.
  • Mission Wealth Management sold 10,165 MP Materials shares in Q4 2022, an estimated $278K.
  • Mission Wealth Management first reported a position in MP Materials in Q1 2021 and held it in 7 quarters.
  • Mission Wealth Management's MP Materials position peaked at $561K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held MP Materials as of Q4 2022.

Based on Mission Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.