EWA
MPWR icon

Exencial Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Exencial 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
Q2 		– Sell
-707
Closed -$250K – 458
2021
Q1 		$250K Sell
707
-285
-29% -$104K 0.01% 375
2020
Q4 		$363K Buy
992
+176
+22% +$56.4K 0.02% 283
2020
Q3 		$228K Buy
+816
New +$212K 0.01% 331

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Exencial Wealth Advisors's MPWR Position: Q2 2021 in Review

Exencial Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q2 2021, closing a stake of 707 shares — an estimated $250K sold.

Exencial Wealth Advisors first reported a position in MPWR in Q3 2020 and held it in 3 quarters. The position peaked at $363K in Q4 2020. 533 funds tracked by Wall St. Rank hold MPWR as of Q2 2021.

  • Exencial Wealth Advisors reported no remaining Monolithic Power Systems position as of Q2 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 707 Monolithic Power Systems shares in Q2 2021, an estimated $250K.
  • Exencial Wealth Advisors first reported a position in Monolithic Power Systems in Q3 2020 and held it in 3 quarters.
  • Exencial Wealth Advisors's Monolithic Power Systems position peaked at $363K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2021.

Based on Exencial Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.