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

BerganKDV 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	-9	Closed	-$4.57K	–	994
2023 Q1	$4.57K	Sell	9 -3	-25%	-$1.38K	﹤0.01%	704
2022 Q4	$4.29K	Sell	12 -4	-25%	-$1.44K	﹤0.01%	694
2022 Q3	$6K	Sell	16 -34	-68%	-$15.1K	﹤0.01%	651
2022 Q2	$19K	Hold	50	–	–	﹤0.01%	500
2022 Q1	$24K	Hold	50	–	–	﹤0.01%	492
2021 Q4	$25K	Hold	50	–	–	﹤0.01%	515
2021 Q3	$24K	Sell	50 -1	-2%	-$455	﹤0.01%	501
2021 Q2	$19K	Hold	51	–	–	﹤0.01%	527
2021 Q1	$18K	Hold	51	–	–	﹤0.01%	496
2020 Q4	$19K	Buy	51 +28	+122%	+$8.97K	﹤0.01%	485
2020 Q3	$6K	Hold	23	–	–	﹤0.01%	564
2020 Q2	$5K	Sell	23 -11	-32%	-$2.23K	﹤0.01%	631
2020 Q1	$6K	Buy	34 +6	+21%	+$1.03K	﹤0.01%	562
2019 Q4	$5K	Buy	+28	New	+$4.47K	﹤0.01%	622

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Monolithic Power Systems (MPWR) in Q2 2023, closing a stake of 9 shares — an estimated $4.57K sold.

BerganKDV Wealth Management first reported a position in MPWR in Q4 2019 and held it in 14 quarters. The position peaked at $25K in Q4 2021. 651 funds tracked by Wall St. Rank hold MPWR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Monolithic Power Systems position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 9 Monolithic Power Systems shares in Q2 2023, an estimated $4.57K.
BerganKDV Wealth Management first reported a position in Monolithic Power Systems in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Monolithic Power Systems position peaked at $25K in Q4 2021.
651 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2023.

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