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CFM Wealth Partners’s Monolithic Power Systems MPWR Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-405
Closed -$95K – 347
2020
Q2 		$95K Sell
405
-39
-9% -$7.89K 0.04% 205
2020
Q1 		$74K Hold
444
– – 0.03% 227
2019
Q4 		$80K Buy
+444
New +$70.9K 0.03% 227

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CFM Wealth Partners's MPWR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Monolithic Power Systems (MPWR) in Q3 2020, closing a stake of 405 shares — an estimated $95K sold.

CFM Wealth Partners first reported a position in MPWR in Q4 2019 and held it in 3 quarters. The position peaked at $95K in Q2 2020. 433 funds tracked by Wall St. Rank hold MPWR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Monolithic Power Systems position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 405 Monolithic Power Systems shares in Q3 2020, an estimated $95K.
  • CFM Wealth Partners first reported a position in Monolithic Power Systems in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Monolithic Power Systems position peaked at $95K in Q2 2020.
  • 433 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.