9258 Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

9258 Wealth Management’s Portfolio MPWR Stock Details MPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$822K	Sell	890 -6	-0.7%	-$5.18K	0.12%	138
2024 Q2	$736K	Hold	896	–	–	0.11%	149
2024 Q1	$607K	Sell	896 -7	-0.8%	-$4.67K	0.09%	173
2023 Q4	$569K	Hold	903	–	–	0.1%	163
2023 Q3	$417K	Sell	903 -9	-1%	-$4.6K	0.08%	198
2023 Q2	$492K	Hold	912	–	–	0.09%	186
2023 Q1	$456K	Hold	912	–	–	0.09%	191
2022 Q4	$322K	Buy	912 +17	+2%	+$6.11K	0.07%	239
2022 Q3	$325K	Hold	895	–	–	0.08%	224
2022 Q2	$344K	Buy	895 +4	+0.4%	+$1.69K	0.09%	224
2022 Q1	$433K	Buy	891 +13	+1%	+$5.67K	0.1%	217
2021 Q4	$433K	Buy	878 +104	+13%	+$53.7K	0.1%	216
2021 Q3	$375K	Buy	774 +1	+0.1%	+$455	0.1%	217
2021 Q2	$289K	Buy	773 +14	+2%	+$4.93K	0.08%	270
2021 Q1	$268K	Buy	759 +5	+0.7%	+$1.82K	0.08%	267
2020 Q4	$276K	Hold	754	–	–	0.09%	242
2020 Q3	$241K	Buy	+754	New	+$196K	0.09%	237

Other funds holding MPWR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

9258 Wealth Management's MPWR Position: Q3 2024 in Review

9258 Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 0.67% in Q3 2024, selling an estimated $5.18K and leaving 890 shares worth $822K. The position accounts for 0.12% of the portfolio, ranked #138.

9258 Wealth Management first reported a position in MPWR in Q3 2020 and has held it in 17 quarters since. 881 funds tracked by Wall St. Rank hold MPWR as of Q3 2024.

9258 Wealth Management held 890 shares of Monolithic Power Systems worth $822K as of Q3 2024.
9258 Wealth Management sold 6 Monolithic Power Systems shares in Q3 2024, an estimated $5.18K.
Monolithic Power Systems made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #138 holding.
9258 Wealth Management first reported a position in Monolithic Power Systems in Q3 2020 and has held it in 17 quarters since.
881 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.