YWP
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YorkBridge Wealth Partners’s Monolithic Power Systems MPWR Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$266K Sell
752
-24
-3% -$8.62K 0.07% 214
2022
Q3 		$282K Sell
776
-4
-0.5% -$1.78K 0.07% 208
2022
Q2 		$300K Sell
780
-41
-5% -$17.3K 0.08% 195
2022
Q1 		$399K Sell
821
-45
-5% -$19.6K 0.09% 180
2021
Q4 		$427K Buy
866
+7
+0.8% +$3.61K 0.1% 172
2021
Q3 		$416K Sell
859
-39
-4% -$17.7K 0.1% 151
2021
Q2 		$335K Buy
898
+11
+1% +$3.87K 0.09% 188
2021
Q1 		$313K Buy
887
+214
+32% +$77.9K 0.09% 185
2020
Q4 		$246K Buy
+673
New +$216K 0.08% 172
2019
Q3 		– Sell
-999
Closed -$136K – 477
2019
Q2 		$136K Sell
999
-41
-4% -$5.58K 0.06% 242
2019
Q1 		$141K Buy
1,040
+42
+4% +$5.51K 0.07% 221
2018
Q4 		$116K Sell
998
-13
-1% -$1.56K 0.06% 225
2018
Q3 		$126K Sell
1,011
-63
-6% -$8.78K 0.06% 242
2018
Q2 		$144K Sell
1,074
-34
-3% -$4.33K 0.06% 223
2018
Q1 		$134K Buy
1,108
+84
+8% +$9.96K 0.06% 235
2017
Q4 		$112K Buy
1,024
+33
+3% +$3.83K 0.05% 268
2017
Q3 		$106K Sell
991
-40
-4% -$4.06K 0.06% 271
2017
Q2 		$97K Buy
1,031
+69
+7% +$6.58K 0.05% 278
2017
Q1 		$88K Buy
962
+490
+104% +$43.4K 0.05% 293
2016
Q4 		$40K Buy
+472
New +$37.9K 0.02% 386

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's MPWR Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Monolithic Power Systems (MPWR) stake by 3.1% in Q4 2022, selling an estimated $8.62K and leaving 752 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #214.

YorkBridge Wealth Partners first reported a position in MPWR in Q4 2016 and has held it in 20 quarters since. The position peaked at $427K in Q4 2021. 608 funds tracked by Wall St. Rank hold MPWR as of Q4 2022.

  • YorkBridge Wealth Partners held 752 shares of Monolithic Power Systems worth $266K as of Q4 2022.
  • YorkBridge Wealth Partners sold 24 Monolithic Power Systems shares in Q4 2022, an estimated $8.62K.
  • Monolithic Power Systems made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #214 holding.
  • YorkBridge Wealth Partners first reported a position in Monolithic Power Systems in Q4 2016 and has held it in 20 quarters since.
  • YorkBridge Wealth Partners's Monolithic Power Systems position peaked at $427K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.