NFG
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Next Financial Group’s MP Materials MP Stock Holding History

Next Financial Group’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
2021
Q4 		$100K Sell
2,200
-1,000
-31% -$39.4K 0.01% 1162
2021
Q3 		$103K Hold
3,200
– – 0.01% 1096
2021
Q2 		$118K Buy
+3,200
New +$99.4K 0.01% 1041

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
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Next Financial Group's MP Position: Q4 2021 in Review

Next Financial Group reduced its MP Materials (MP) stake by 31% in Q4 2021, selling an estimated $39.4K and leaving 2,200 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #1162.

Next Financial Group first reported a position in MP in Q2 2021 and has held it in 3 quarters since. The position peaked at $118K in Q2 2021. 344 funds tracked by Wall St. Rank hold MP as of Q4 2021.

  • Next Financial Group held 2,200 shares of MP Materials worth $100K as of Q4 2021.
  • Next Financial Group sold 1,000 MP Materials shares in Q4 2021, an estimated $39.4K.
  • MP Materials made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1162 holding.
  • Next Financial Group first reported a position in MP Materials in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's MP Materials position peaked at $118K in Q2 2021.
  • 344 funds tracked by Wall St. Rank held MP Materials as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.