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

Able 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
Q1 		– Sell
-6
Closed -$3.79K – 389
2023
Q4 		$3.79K Buy
+6
New +$3.13K ﹤0.01% 381

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Able Wealth Management's MPWR Position: Q1 2024 in Review

Able Wealth Management sold out of Monolithic Power Systems (MPWR) in Q1 2024, closing a stake of 6 shares — an estimated $3.79K sold.

Able Wealth Management first reported a position in MPWR in Q4 2023 and held it in 1 quarter. The position peaked at $3.79K in Q4 2023. 808 funds tracked by Wall St. Rank hold MPWR as of Q1 2024.

  • Able Wealth Management reported no remaining Monolithic Power Systems position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 6 Monolithic Power Systems shares in Q1 2024, an estimated $3.79K.
  • Able Wealth Management first reported a position in Monolithic Power Systems in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Monolithic Power Systems position peaked at $3.79K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.