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FirstPurpose Wealth’s Monolithic Power Systems MPWR Stock Holding History

FirstPurpose Wealth’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
Q1 		$210K Sell
315
-69
-18% -$46.1K 0.08% 200
2023
Q4 		$242K Buy
+384
New +$201K 0.09% 180
2023
Q3 		– Sell
-453
Closed -$245K – 206
2023
Q2 		$245K Buy
453
+31
+7% +$14.7K 0.1% 167
2023
Q1 		$211K Buy
+422
New +$194K 0.1% 177

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FirstPurpose Wealth's MPWR Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Monolithic Power Systems (MPWR) stake by 18% in Q1 2024, selling an estimated $46.1K and leaving 315 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #200.

FirstPurpose Wealth first reported a position in MPWR in Q1 2023 and has held it in 4 quarters since. The position peaked at $245K in Q2 2023. 808 funds tracked by Wall St. Rank hold MPWR as of Q1 2024.

  • FirstPurpose Wealth held 315 shares of Monolithic Power Systems worth $210K as of Q1 2024.
  • FirstPurpose Wealth sold 69 Monolithic Power Systems shares in Q1 2024, an estimated $46.1K.
  • Monolithic Power Systems made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #200 holding.
  • FirstPurpose Wealth first reported a position in Monolithic Power Systems in Q1 2023 and has held it in 4 quarters since.
  • FirstPurpose Wealth's Monolithic Power Systems position peaked at $245K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.