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Resurgent Financial Advisors’s Monolithic Power Systems MPWR Stock Holding History

Resurgent Financial 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
2023
Q3 		– Sell
-44
Closed -$23.8K – 516
2023
Q2 		$23.8K Hold
44
– – 0.02% 467
2023
Q1 		$22K Buy
+44
New +$20.2K 0.01% 465

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Resurgent Financial Advisors's MPWR Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Monolithic Power Systems (MPWR) in Q3 2023, closing a stake of 44 shares — an estimated $23.8K sold.

Resurgent Financial Advisors first reported a position in MPWR in Q1 2023 and held it in 2 quarters. The position peaked at $23.8K in Q2 2023. 653 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Monolithic Power Systems position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 44 Monolithic Power Systems shares in Q3 2023, an estimated $23.8K.
  • Resurgent Financial Advisors first reported a position in Monolithic Power Systems in Q1 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Monolithic Power Systems position peaked at $23.8K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.