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Next Financial Group’s Monolithic Power Systems MPWR Stock Holding History

Next Financial Group’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
2021
Q4 		$763K Buy
1,545
+606
+65% +$313K 0.05% 386
2021
Q3 		$455K Buy
939
+82
+10% +$37.3K 0.04% 501
2021
Q2 		$321K Sell
857
-27
-3% -$9.5K 0.03% 647
2021
Q1 		$313K Buy
884
+36
+4% +$13.1K 0.03% 616
2020
Q4 		$311K Sell
848
-19
-2% -$6.09K 0.03% 554
2020
Q3 		$243K Sell
867
-21
-2% -$5.46K 0.03% 556
2020
Q2 		$211K Sell
888
-315
-26% -$63.8K 0.02% 521
2020
Q1 		$202K Sell
1,203
-176
-13% -$30.2K 0.03% 524
2019
Q4 		$246K Sell
1,379
-22
-2% -$3.51K 0.03% 624
2019
Q3 		$219K Sell
1,401
-615
-31% -$92K 0.02% 636
2019
Q2 		$275K Buy
2,016
+22
+1% +$2.99K 0.03% 548
2019
Q1 		$270K Buy
+1,994
New +$262K 0.07% 286

Other funds holding MPWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Next Financial Group's MPWR Position: Q4 2021 in Review

Next Financial Group increased its Monolithic Power Systems (MPWR) stake by 65% in Q4 2021, buying an estimated $313K and bringing the position to 1,545 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #386.

Next Financial Group first reported a position in MPWR in Q1 2019 and has held it in 12 quarters since. 626 funds tracked by Wall St. Rank hold MPWR as of Q4 2021.

  • Next Financial Group held 1,545 shares of Monolithic Power Systems worth $763K as of Q4 2021.
  • Next Financial Group bought 606 Monolithic Power Systems shares in Q4 2021, an estimated $313K.
  • Monolithic Power Systems made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #386 holding.
  • Next Financial Group first reported a position in Monolithic Power Systems in Q1 2019 and has held it in 12 quarters since.
  • 626 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.