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Phoenix Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-150
Closed -$73K – 271
2021
Q3 		$73K Buy
+150
New +$68.2K 0.05% 165
2021
Q1 		– Sell
-150
Closed -$55K – 362
2020
Q4 		$55K Buy
+150
New +$48.1K 0.04% 183

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Phoenix Wealth Advisors's MPWR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q4 2021, closing a stake of 150 shares — an estimated $73K sold.

Phoenix Wealth Advisors first reported a position in MPWR in Q4 2020 and held it in 2 quarters. The position peaked at $73K in Q3 2021. 626 funds tracked by Wall St. Rank hold MPWR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Monolithic Power Systems position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 150 Monolithic Power Systems shares in Q4 2021, an estimated $73K.
  • Phoenix Wealth Advisors first reported a position in Monolithic Power Systems in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Monolithic Power Systems position peaked at $73K in Q3 2021.
  • 626 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.