Tradition Wealth Management’s MP Materials MP Stock Holding History

Tradition 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
2024 Q1	–	Sell	-1,000	Closed	-$20K	–	880
2023 Q4	$20K	Buy	1,000 +650	+186%	+$11.1K	﹤0.01%	844
2023 Q3	$7K	Hold	350	–	–	﹤0.01%	1095
2023 Q2	$8K	Hold	350	–	–	﹤0.01%	1091
2023 Q1	$10K	Hold	350	–	–	﹤0.01%	1003
2022 Q4	$8K	Hold	350	–	–	﹤0.01%	950
2022 Q3	$10K	Hold	350	–	–	﹤0.01%	932
2022 Q2	$11K	Sell	350 -650	-65%	-$26.2K	﹤0.01%	801
2022 Q1	$57K	Hold	1,000	–	–	0.01%	484
2021 Q4	$45K	Sell	1,000 -500	-33%	-$19.7K	0.01%	551
2021 Q3	$48K	Hold	1,500	–	–	0.01%	515
2021 Q2	$55K	Hold	1,500	–	–	0.01%	503
2021 Q1	$54K	Hold	1,500	–	–	0.01%	418
2020 Q4	$48K	Buy	+1,500	New	+$29K	0.01%	422

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CLG

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tradition Wealth Management's MP Position: Q1 2024 in Review

Tradition Wealth Management sold out of MP Materials (MP) in Q1 2024, closing a stake of 1,000 shares — an estimated $20K sold.

Tradition Wealth Management first reported a position in MP in Q4 2020 and held it in 13 quarters. The position peaked at $57K in Q1 2022. 380 funds tracked by Wall St. Rank hold MP as of Q1 2024.

Tradition Wealth Management reported no remaining MP Materials position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,000 MP Materials shares in Q1 2024, an estimated $20K.
Tradition Wealth Management first reported a position in MP Materials in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's MP Materials position peaked at $57K in Q1 2022.
380 funds tracked by Wall St. Rank held MP Materials as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.