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Northwest Financial Advisors’s MP Materials MP Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-103
Closed -$1.82K – 373
2024
Q3 		$1.82K Buy
+103
New +$1.4K ﹤0.01% 502
2024
Q1 		– Sell
-103
Closed -$2.04K – 352
2023
Q4 		$2.04K Buy
+103
New +$1.76K ﹤0.01% 493

Other funds holding MP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northwest Financial Advisors's MP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of MP Materials (MP) in Q4 2024, closing a stake of 103 shares — an estimated $1.82K sold.

Northwest Financial Advisors first reported a position in MP in Q4 2023 and held it in 2 quarters. The position peaked at $2.04K in Q4 2023. 385 funds tracked by Wall St. Rank hold MP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining MP Materials position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 103 MP Materials shares in Q4 2024, an estimated $1.82K.
  • Northwest Financial Advisors first reported a position in MP Materials in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's MP Materials position peaked at $2.04K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held MP Materials as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.