BTWM
MPWR icon

Baker Tilly Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

Baker Tilly 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
Q2 		– Sell
-1,040
Closed -$705K – 364
2024
Q1 		$705K Sell
1,040
-76
-7% -$50.7K 0.13% 173
2023
Q4 		$704K Buy
1,116
+56
+5% +$29.3K 0.12% 196
2023
Q3 		$490K Sell
1,060
-377
-26% -$193K 0.08% 263
2023
Q2 		$776K Buy
1,437
+8
+0.6% +$3.8K 0.08% 248
2023
Q1 		$715K Buy
1,429
+59
+4% +$27.1K 0.08% 257
2022
Q4 		$484K Buy
1,370
+194
+16% +$69.7K 0.06% 331
2022
Q3 		$427K Sell
1,176
-193
-14% -$85.8K 0.06% 327
2022
Q2 		$526K Sell
1,369
-57
-4% -$24.1K 0.07% 290
2022
Q1 		$693K Sell
1,426
-154
-10% -$67.1K 0.08% 261
2021
Q4 		$779K Buy
1,580
+249
+19% +$129K 0.08% 262
2021
Q3 		$645K Buy
1,331
+95
+8% +$43.2K 0.09% 262
2021
Q2 		$462K Buy
1,236
+258
+26% +$90.8K 0.07% 298
2021
Q1 		$345K Buy
978
+175
+22% +$63.7K 0.07% 326
2020
Q4 		$294K Buy
+803
New +$257K 0.09% 242

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baker Tilly Wealth Management's MPWR Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Monolithic Power Systems (MPWR) in Q2 2024, closing a stake of 1,040 shares — an estimated $705K sold.

Baker Tilly Wealth Management first reported a position in MPWR in Q4 2020 and held it in 14 quarters. The position peaked at $779K in Q4 2021. 836 funds tracked by Wall St. Rank hold MPWR as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Monolithic Power Systems position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,040 Monolithic Power Systems shares in Q2 2024, an estimated $705K.
  • Baker Tilly Wealth Management first reported a position in Monolithic Power Systems in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Monolithic Power Systems position peaked at $779K in Q4 2021.
  • 836 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.