VWA
MPWR icon

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

Valued 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
2024
Q4 		– Sell
-2
Closed -$1.85K – 669
2024
Q3 		$1.85K Buy
+2
New +$1.73K ﹤0.01% 382

Other funds holding MPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valued Wealth Advisors's MPWR Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Monolithic Power Systems (MPWR) in Q4 2024, closing a stake of 2 shares — an estimated $1.85K sold.

Valued Wealth Advisors first reported a position in MPWR in Q3 2024 and held it in 1 quarter. The position peaked at $1.85K in Q3 2024. 865 funds tracked by Wall St. Rank hold MPWR as of Q4 2024.

  • Valued Wealth Advisors reported no remaining Monolithic Power Systems position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 Monolithic Power Systems shares in Q4 2024, an estimated $1.85K.
  • Valued Wealth Advisors first reported a position in Monolithic Power Systems in Q3 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's Monolithic Power Systems position peaked at $1.85K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.