Syntax Advisors’s Monolithic Power Systems MPWR Stock Holding History

Syntax 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	$202K	Buy	437 +2	+0.5%	+$1.02K	0.18%	184
2023 Q2	$235K	Sell	435 -40	-8%	-$19K	0.19%	149
2023 Q1	$238K	Sell	475 -115	-19%	-$52.9K	0.18%	174
2022 Q4	$209K	Buy	+590	New	+$212K	0.17%	186
2022 Q3	–	Sell	-538	Closed	-$207K	–	221
2022 Q2	$207K	Sell	538 -118	-18%	-$49.8K	0.17%	185
2022 Q1	$319K	Buy	656 +70	+12%	+$30.5K	0.27%	85
2021 Q4	$289K	Buy	+586	New	+$302K	0.21%	101

Other funds holding MPWR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Syntax Advisors's MPWR Position: Q3 2023 in Review

Syntax Advisors increased its Monolithic Power Systems (MPWR) stake by 0.46% in Q3 2023, buying an estimated $1.02K and bringing the position to 437 shares worth $202K. The position accounts for 0.18% of the portfolio, ranked #184.

Syntax Advisors first reported a position in MPWR in Q4 2021 and has held it in 7 quarters since. The position peaked at $319K in Q1 2022. 653 funds tracked by Wall St. Rank hold MPWR as of Q3 2023.

Syntax Advisors held 437 shares of Monolithic Power Systems worth $202K as of Q3 2023.
Syntax Advisors bought 2 Monolithic Power Systems shares in Q3 2023, an estimated $1.02K.
Monolithic Power Systems made up 0.18% of Syntax Advisors's portfolio in Q3 2023, its #184 holding.
Syntax Advisors first reported a position in Monolithic Power Systems in Q4 2021 and has held it in 7 quarters since.
Syntax Advisors's Monolithic Power Systems position peaked at $319K in Q1 2022.
653 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2023.

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