Private Ocean’s Monolithic Power Systems MPWR Stock Holding History

Private Ocean’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 Q3	–	Sell	-6	Closed	-$3.28K	–	537
2023 Q2	$3.28K	Hold	6	–	–	﹤0.01%	465
2023 Q1	$3.03K	Buy	+6	New	+$2.76K	﹤0.01%	499
2022 Q3	–	Sell	-2	Closed	–	–	605
2022 Q2	$0	Hold	2	–	–	﹤0.01%	590
2022 Q1	$1K	Buy	+2	New	+$872	﹤0.01%	556

Other funds holding MPWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Private Ocean's MPWR Position: Q3 2023 in Review

Private Ocean sold out of Monolithic Power Systems (MPWR) in Q3 2023, closing a stake of 6 shares — an estimated $3.28K sold.

Private Ocean first reported a position in MPWR in Q1 2022 and held it in 4 quarters. The position peaked at $3.28K in Q2 2023. 654 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

Private Ocean reported no remaining Monolithic Power Systems position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 6 Monolithic Power Systems shares in Q3 2023, an estimated $3.28K.
Private Ocean first reported a position in Monolithic Power Systems in Q1 2022 and held it in 4 quarters.
Private Ocean's Monolithic Power Systems position peaked at $3.28K in Q2 2023.
654 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.