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Sutton Wealth Advisors’s MP Materials MP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-2,644
Closed -$64.2K – 1266
2022
Q4 		$64.2K Sell
2,644
-1,665
-39% -$50.5K 0.02% 328
2022
Q3 		$118K Buy
4,309
+23
+0.5% +$752 0.05% 227
2022
Q2 		$137K Buy
+4,286
New +$173K 0.05% 202

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

Sutton Wealth Advisors's MP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of MP Materials (MP) in Q1 2023, closing a stake of 2,644 shares — an estimated $64.2K sold.

Sutton Wealth Advisors first reported a position in MP in Q2 2022 and held it in 3 quarters. The position peaked at $137K in Q2 2022. 411 funds tracked by Wall St. Rank hold MP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining MP Materials position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,644 MP Materials shares in Q1 2023, an estimated $64.2K.
  • Sutton Wealth Advisors first reported a position in MP Materials in Q2 2022 and held it in 3 quarters.
  • Sutton Wealth Advisors's MP Materials position peaked at $137K in Q2 2022.
  • 411 funds tracked by Wall St. Rank held MP Materials as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.