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Morton Brown Family Wealth’s Monolithic Power Systems MPWR Stock Holding History

Morton Brown Family Wealth’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
-4
Closed -$2K – 251
2023
Q1 		$2K Buy
+4
New +$1.84K ﹤0.01% 195

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morton Brown Family Wealth's MPWR Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Monolithic Power Systems (MPWR) in Q2 2023, closing a stake of 4 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in MPWR in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 651 funds tracked by Wall St. Rank hold MPWR as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Monolithic Power Systems position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 4 Monolithic Power Systems shares in Q2 2023, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in Monolithic Power Systems in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Monolithic Power Systems position peaked at $2K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.