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WealthShield Partners’s Monolithic Power Systems MPWR Stock Holding History

WealthShield Partners’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
-15
Closed -$5K – 998
2021
Q1 		$5K Sell
15
-2,480
-99% -$903K ﹤0.01% 963
2020
Q4 		$914K Buy
+2,495
New +$800K 0.17% 110

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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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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

WealthShield Partners's MPWR Position: Q2 2021 in Review

WealthShield Partners sold out of Monolithic Power Systems (MPWR) in Q2 2021, closing a stake of 15 shares — an estimated $5K sold.

WealthShield Partners first reported a position in MPWR in Q4 2020 and held it in 2 quarters. The position peaked at $914K in Q4 2020. 533 funds tracked by Wall St. Rank hold MPWR as of Q2 2021.

  • WealthShield Partners reported no remaining Monolithic Power Systems position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 15 Monolithic Power Systems shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Monolithic Power Systems in Q4 2020 and held it in 2 quarters.
  • WealthShield Partners's Monolithic Power Systems position peaked at $914K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.