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Householder Group Estate & Retirement Specialist’s Monolithic Power Systems MPWR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-30
Closed -$14K – 1263
2023
Q3 		$14K Buy
+30
New +$15.3K 0.01% 715
2023
Q1 		$15K Buy
+30
New +$13.8K 0.01% 702
2022
Q4 		– Sell
-90
Closed -$32K – 810
2022
Q3 		$32K Buy
+90
New +$40K 0.01% 486

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MPWR Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Monolithic Power Systems (MPWR) in Q4 2023, closing a stake of 30 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in MPWR in Q3 2022 and held it in 3 quarters. The position peaked at $32K in Q3 2022. 736 funds tracked by Wall St. Rank hold MPWR as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Monolithic Power Systems position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 30 Monolithic Power Systems shares in Q4 2023, an estimated $14K.
  • Householder Group Estate & Retirement Specialist first reported a position in Monolithic Power Systems in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Monolithic Power Systems position peaked at $32K in Q3 2022.
  • 736 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.