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Wealthcare Capital Management’s Monolithic Power Systems MPWR Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-8
Closed -$3K – 436
2021
Q1 		$3K Buy
+8
New +$2.91K ﹤0.01% 490

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Franklin Resources
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Massachusetts Financial Services
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Macquarie Group
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Neuberger Berman Group
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wealthcare Capital Management's MPWR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Monolithic Power Systems (MPWR) in Q2 2021, closing a stake of 8 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MPWR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 533 funds tracked by Wall St. Rank hold MPWR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Monolithic Power Systems position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 Monolithic Power Systems shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Monolithic Power Systems in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Monolithic Power Systems position peaked at $3K in Q1 2021.
  • 533 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.