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CLA (CliftonLarsonAllen) Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-1,362
Closed -$660K – 251
2021
Q3 		$660K Hold
1,362
– – 0.03% 189
2021
Q2 		$509K Buy
+1,362
New +$479K 0.02% 227

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MPWR Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q4 2021, closing a stake of 1,362 shares — an estimated $660K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MPWR in Q2 2021 and held it in 2 quarters. The position peaked at $660K in Q3 2021. 626 funds tracked by Wall St. Rank hold MPWR as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Monolithic Power Systems position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,362 Monolithic Power Systems shares in Q4 2021, an estimated $660K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Monolithic Power Systems in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Monolithic Power Systems position peaked at $660K in Q3 2021.
  • 626 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.