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

Curi 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
2022
Q3 		– Sell
-42
Closed -$16K – 507
2022
Q2 		$16K Hold
42
– – ﹤0.01% 329
2022
Q1 		$20K Hold
42
– – ﹤0.01% 288
2021
Q4 		$20K Buy
+42
New +$21.7K ﹤0.01% 250
2021
Q1 		– Sell
-42
Closed -$15K – 337
2020
Q4 		$15K Buy
+42
New +$13.5K 0.01% 216

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's MPWR Position: Q3 2022 in Review

Curi Wealth Management sold out of Monolithic Power Systems (MPWR) in Q3 2022, closing a stake of 42 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in MPWR in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 630 funds tracked by Wall St. Rank hold MPWR as of Q3 2022.

  • Curi Wealth Management reported no remaining Monolithic Power Systems position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 42 Monolithic Power Systems shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in Monolithic Power Systems in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Monolithic Power Systems position peaked at $20K in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.