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

Cornerstone 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
Q4 		– Sell
-436
Closed -$201K – 551
2023
Q3 		$201K Buy
+436
New +$223K 0.02% 507
2022
Q1 		– Sell
-433
Closed -$204K – 505
2021
Q4 		$204K Buy
+433
New +$223K 0.02% 481

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Wealth Management's MPWR Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Monolithic Power Systems (MPWR) in Q4 2023, closing a stake of 436 shares — an estimated $201K sold.

Cornerstone Wealth Management first reported a position in MPWR in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 736 funds tracked by Wall St. Rank hold MPWR as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Monolithic Power Systems position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 436 Monolithic Power Systems shares in Q4 2023, an estimated $201K.
  • Cornerstone Wealth Management first reported a position in Monolithic Power Systems in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's Monolithic Power Systems position peaked at $204K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.