LWA
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Lenox Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-34
Closed -$6K – 721
2020
Q1 		$6K Buy
34
+8
+31% +$1.37K ﹤0.01% 405
2019
Q4 		$5K Hold
26
– – ﹤0.01% 483
2019
Q3 		$4K Hold
26
– – ﹤0.01% 424
2019
Q2 		$4K Hold
26
– – ﹤0.01% 335
2019
Q1 		$4K Hold
26
– – ﹤0.01% 403
2018
Q4 		$3K Hold
26
– – ﹤0.01% 320
2018
Q3 		$3K Sell
26
-95
-79% -$13.2K ﹤0.01% 339
2018
Q2 		$16K Buy
121
+95
+365% +$12.1K ﹤0.01% 289
2018
Q1 		$3K Hold
26
– – ﹤0.01% 448
2017
Q4 		$3K Buy
+26
New +$3.02K ﹤0.01% 290

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lenox Wealth Advisors's MPWR Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q2 2020, closing a stake of 34 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in MPWR in Q4 2017 and held it in 10 quarters. The position peaked at $16K in Q2 2018. 399 funds tracked by Wall St. Rank hold MPWR as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Monolithic Power Systems position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 34 Monolithic Power Systems shares in Q2 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Monolithic Power Systems in Q4 2017 and held it in 10 quarters.
  • Lenox Wealth Advisors's Monolithic Power Systems position peaked at $16K in Q2 2018.
  • 399 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.