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Delap Wealth Advisory’s Monolithic Power Systems MPWR Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-339
Closed -$230K – 230
2024
Q1 		$230K Buy
+339
New +$226K 0.09% 215

Other funds holding MPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delap Wealth Advisory's MPWR Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Monolithic Power Systems (MPWR) in Q2 2024, closing a stake of 339 shares — an estimated $230K sold.

Delap Wealth Advisory first reported a position in MPWR in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 835 funds tracked by Wall St. Rank hold MPWR as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Monolithic Power Systems position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 339 Monolithic Power Systems shares in Q2 2024, an estimated $230K.
  • Delap Wealth Advisory first reported a position in Monolithic Power Systems in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Monolithic Power Systems position peaked at $230K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.