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Capital Wealth Planning’s Monolithic Power Systems MPWR Stock Holding History

Capital Wealth Planning’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
Q4 		– Sell
-44
Closed -$40.7K – 148
2024
Q3 		$40.7K Buy
+44
New +$38K ﹤0.01% 142
2022
Q1 		– Sell
-565
Closed -$279K – 111
2021
Q4 		$279K Buy
+565
New +$292K 0.01% 84

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Wealth Planning's MPWR Position: Q4 2024 in Review

Capital Wealth Planning sold out of Monolithic Power Systems (MPWR) in Q4 2024, closing a stake of 44 shares — an estimated $40.7K sold.

Capital Wealth Planning first reported a position in MPWR in Q4 2021 and held it in 2 quarters. The position peaked at $279K in Q4 2021. 865 funds tracked by Wall St. Rank hold MPWR as of Q4 2024.

  • Capital Wealth Planning reported no remaining Monolithic Power Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 44 Monolithic Power Systems shares in Q4 2024, an estimated $40.7K.
  • Capital Wealth Planning first reported a position in Monolithic Power Systems in Q4 2021 and held it in 2 quarters.
  • Capital Wealth Planning's Monolithic Power Systems position peaked at $279K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.