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Spectrum Wealth Counsel’s Monolithic Power Systems MPWR Stock Holding History

Spectrum Wealth Counsel’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
2024
Q3 		– Sell
-99
Closed -$81.3K – 421
2024
Q2 		$81.3K Sell
99
-14
-12% -$10.1K 0.01% 174
2024
Q1 		$76.5K Sell
113
-15
-12% -$10K 0.01% 181
2023
Q4 		$80.7K Buy
+128
New +$66.9K 0.01% 172

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Spectrum Wealth Counsel's MPWR Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Monolithic Power Systems (MPWR) in Q3 2024, closing a stake of 99 shares — an estimated $81.3K sold.

Spectrum Wealth Counsel first reported a position in MPWR in Q4 2023 and held it in 3 quarters. The position peaked at $81.3K in Q2 2024. 882 funds tracked by Wall St. Rank hold MPWR as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Monolithic Power Systems position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 99 Monolithic Power Systems shares in Q3 2024, an estimated $81.3K.
  • Spectrum Wealth Counsel first reported a position in Monolithic Power Systems in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Monolithic Power Systems position peaked at $81.3K in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.