TCI Wealth Advisors’s MP Materials MP Stock Holding History

TCI 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 Q2	–	Sell	-2	Closed	-$57	–	1430
2023 Q1	$57	Hold	2	–	–	﹤0.01%	2439
2022 Q4	$49	Sell	2 -707	-100%	-$21.4K	﹤0.01%	2432
2022 Q3	$19K	Buy	+709	New	+$23.2K	﹤0.01%	678
2022 Q2	–	Sell	-209	Closed	-$12K	–	2433
2022 Q1	$12K	Hold	209	–	–	﹤0.01%	988
2021 Q4	$9K	Buy	209 +93	+80%	+$3.67K	﹤0.01%	1268
2021 Q3	$4K	Sell	116 -126	-52%	-$4.38K	﹤0.01%	1781
2021 Q2	$9K	Buy	+242	New	+$7.52K	﹤0.01%	1051

Other funds holding MP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's MP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MP Materials (MP) in Q2 2023, closing a stake of 2 shares — an estimated $57 sold.

TCI Wealth Advisors first reported a position in MP in Q2 2021 and held it in 7 quarters. The position peaked at $19K in Q3 2022. 388 funds tracked by Wall St. Rank hold MP as of Q2 2023.

TCI Wealth Advisors reported no remaining MP Materials position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2 MP Materials shares in Q2 2023, an estimated $57.
TCI Wealth Advisors first reported a position in MP Materials in Q2 2021 and held it in 7 quarters.
TCI Wealth Advisors's MP Materials position peaked at $19K in Q3 2022.
388 funds tracked by Wall St. Rank held MP Materials as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.