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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return