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Jackson Grant Investment Advisers’s Monolithic Power Systems MPWR Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-65
Closed -$32.5K – 453
2023
Q1 		$32.5K Hold
65
– – 0.02% 221
2022
Q4 		$23K Hold
65
– – 0.01% 241
2022
Q3 		$24K Hold
65
– – 0.01% 245
2022
Q2 		$25K Hold
65
– – 0.01% 248
2022
Q1 		$32K Hold
65
– – 0.01% 247
2021
Q4 		$32K Hold
65
– – 0.02% 203
2021
Q3 		$32K Hold
65
– – 0.01% 250
2021
Q2 		$24K Hold
65
– – 0.01% 277
2021
Q1 		$23K Hold
65
– – 0.01% 277
2020
Q4 		$24K Buy
+65
New +$20.8K 0.01% 242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Jackson Grant Investment Advisers's MPWR Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Monolithic Power Systems (MPWR) in Q2 2023, closing a stake of 65 shares — an estimated $32.5K sold.

Jackson Grant Investment Advisers first reported a position in MPWR in Q4 2020 and held it in 10 quarters. The position peaked at $32.5K in Q1 2023. 651 funds tracked by Wall St. Rank hold MPWR as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Monolithic Power Systems position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 65 Monolithic Power Systems shares in Q2 2023, an estimated $32.5K.
  • Jackson Grant Investment Advisers first reported a position in Monolithic Power Systems in Q4 2020 and held it in 10 quarters.
  • Jackson Grant Investment Advisers's Monolithic Power Systems position peaked at $32.5K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.