WR Wealth Planners’s MP Materials MP Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-250	Closed	-$4.78K	–	598
2023 Q3	$4.78K	Hold	250	–	–	﹤0.01%	684
2023 Q2	$5.72K	Hold	250	–	–	﹤0.01%	659
2023 Q1	$7.05K	Buy	+250	New	+$7.56K	﹤0.01%	631

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CLG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WR Wealth Planners's MP Position: Q4 2023 in Review

WR Wealth Planners sold out of MP Materials (MP) in Q4 2023, closing a stake of 250 shares — an estimated $4.78K sold.

WR Wealth Planners first reported a position in MP in Q1 2023 and held it in 3 quarters. The position peaked at $7.05K in Q1 2023. 392 funds tracked by Wall St. Rank hold MP as of Q4 2023.

WR Wealth Planners reported no remaining MP Materials position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 250 MP Materials shares in Q4 2023, an estimated $4.78K.
WR Wealth Planners first reported a position in MP Materials in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's MP Materials position peaked at $7.05K in Q1 2023.
392 funds tracked by Wall St. Rank held MP Materials as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.