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OneAscent Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

OneAscent Wealth Management’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
Q1 		$215K Buy
609
+55
+10% +$20K 0.09% 193
2020
Q4 		$203K Buy
+554
New +$178K 0.09% 188

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

OneAscent Wealth Management's MPWR Position: Q1 2021 in Review

OneAscent Wealth Management increased its Monolithic Power Systems (MPWR) stake by 9.9% in Q1 2021, buying an estimated $20K and bringing the position to 609 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #193.

OneAscent Wealth Management first reported a position in MPWR in Q4 2020 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold MPWR as of Q1 2021.

  • OneAscent Wealth Management held 609 shares of Monolithic Power Systems worth $215K as of Q1 2021.
  • OneAscent Wealth Management bought 55 Monolithic Power Systems shares in Q1 2021, an estimated $20K.
  • Monolithic Power Systems made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2021, its #193 holding.
  • OneAscent Wealth Management first reported a position in Monolithic Power Systems in Q4 2020 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.