WAM
MPWR icon

Wealthspire Advisors (Maryland)’s Monolithic Power Systems MPWR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-64
Closed -$9K – 1406
2019
Q1 		$9K Sell
64
-23
-26% -$3.02K ﹤0.01% 1583
2018
Q4 		$10K Hold
87
– – ﹤0.01% 1469
2018
Q3 		$11K Buy
87
+8
+10% +$1.11K ﹤0.01% 1485
2018
Q2 		$11K Buy
79
+24
+44% +$3.06K ﹤0.01% 1505
2018
Q1 		$6K Hold
55
– – ﹤0.01% 1745
2017
Q4 		$6K Hold
55
– – ﹤0.01% 1777
2017
Q3 		$6K Sell
55
-32
-37% -$3.25K ﹤0.01% 1740
2017
Q2 		$8K Buy
87
+81
+1,350% +$7.72K ﹤0.01% 1624
2017
Q1 		$1K Sell
6
-80
-93% -$7.09K ﹤0.01% 1817
2016
Q4 		$7K Buy
+86
New +$6.9K ﹤0.01% 1325

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MPWR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Monolithic Power Systems (MPWR) in Q2 2019, closing a stake of 64 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in MPWR in Q4 2016 and held it in 10 quarters. The position peaked at $11K in Q3 2018. 346 funds tracked by Wall St. Rank hold MPWR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Monolithic Power Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 64 Monolithic Power Systems shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Monolithic Power Systems in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Monolithic Power Systems position peaked at $11K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.