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Visionary Wealth Advisors’s MP Materials MP Stock Holding History

Visionary 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
2021
Q4 		– Sell
-6,251
Closed -$201K – 392
2021
Q3 		$201K Sell
6,251
-1,310
-17% -$45.6K 0.02% 294
2021
Q2 		$279K Buy
7,561
+1,960
+35% +$60.9K 0.03% 276
2021
Q1 		$201K Buy
+5,601
New +$207K 0.02% 309

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

Visionary Wealth Advisors's MP Position: Q4 2021 in Review

Visionary Wealth Advisors sold out of MP Materials (MP) in Q4 2021, closing a stake of 6,251 shares — an estimated $201K sold.

Visionary Wealth Advisors first reported a position in MP in Q1 2021 and held it in 3 quarters. The position peaked at $279K in Q2 2021. 344 funds tracked by Wall St. Rank hold MP as of Q4 2021.

  • Visionary Wealth Advisors reported no remaining MP Materials position as of Q4 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,251 MP Materials shares in Q4 2021, an estimated $201K.
  • Visionary Wealth Advisors first reported a position in MP Materials in Q1 2021 and held it in 3 quarters.
  • Visionary Wealth Advisors's MP Materials position peaked at $279K in Q2 2021.
  • 344 funds tracked by Wall St. Rank held MP Materials as of Q4 2021.

Based on Visionary Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.