HWMA
MPWR icon

Heritage Wealth Management (Arizona)’s Monolithic Power Systems MPWR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$50.9K Buy
144
+72
+100% +$25.9K 0.01% 496
2022
Q3 		$26K Hold
72
– – 0.01% 488
2022
Q2 		$27.7K Hold
72
– – 0.01% 498
2022
Q1 		$35K Buy
+72
New +$31.4K 0.01% 519
2021
Q3 		$35K Hold
72
– – 0.01% 497
2021
Q2 		$27K Hold
72
– – 0.01% 520
2021
Q1 		$25K Buy
+72
New +$26.2K 0.01% 463

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Heritage Wealth Management (Arizona)'s MPWR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Monolithic Power Systems (MPWR) stake by 100% in Q4 2022, buying an estimated $25.9K and bringing the position to 144 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #496.

Heritage Wealth Management (Arizona) first reported a position in MPWR in Q1 2021 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold MPWR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 144 shares of Monolithic Power Systems worth $50.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 72 Monolithic Power Systems shares in Q4 2022, an estimated $25.9K.
  • Monolithic Power Systems made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #496 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Monolithic Power Systems in Q1 2021 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.