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

Accel 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
2023
Q2 		– Sell
-3
Closed -$1.51K – 595
2023
Q1 		$1.51K Hold
3
– – ﹤0.01% 1129
2022
Q4 		$1.06K Hold
3
– – ﹤0.01% 962
2022
Q3 		$1K Hold
3
– – ﹤0.01% 1004
2022
Q2 		$1K Buy
+3
New +$1.27K ﹤0.01% 965

Other funds holding MPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Accel Wealth Management's MPWR Position: Q2 2023 in Review

Accel Wealth Management sold out of Monolithic Power Systems (MPWR) in Q2 2023, closing a stake of 3 shares — an estimated $1.51K sold.

Accel Wealth Management first reported a position in MPWR in Q2 2022 and held it in 4 quarters. The position peaked at $1.51K in Q1 2023. 651 funds tracked by Wall St. Rank hold MPWR as of Q2 2023.

  • Accel Wealth Management reported no remaining Monolithic Power Systems position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 3 Monolithic Power Systems shares in Q2 2023, an estimated $1.51K.
  • Accel Wealth Management first reported a position in Monolithic Power Systems in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Monolithic Power Systems position peaked at $1.51K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.