AWM
POWI icon

AE Wealth Management’s Power Integrations POWI Stock Holding History

AE Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,186
Closed -$573K – 1805
2022
Q1 		$573K Buy
+6,186
New +$539K ﹤0.01% 1173
2021
Q2 		– Sell
-6,155
Closed -$502K – 1655
2021
Q1 		$502K Buy
+6,155
New +$536K 0.01% 1029

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

AE Wealth Management's POWI Position: Q2 2022 in Review

AE Wealth Management sold out of Power Integrations (POWI) in Q2 2022, closing a stake of 6,186 shares — an estimated $573K sold.

AE Wealth Management first reported a position in POWI in Q1 2021 and held it in 2 quarters. The position peaked at $573K in Q1 2022. 335 funds tracked by Wall St. Rank hold POWI as of Q2 2022.

  • AE Wealth Management reported no remaining Power Integrations position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 6,186 Power Integrations shares in Q2 2022, an estimated $573K.
  • AE Wealth Management first reported a position in Power Integrations in Q1 2021 and held it in 2 quarters.
  • AE Wealth Management's Power Integrations position peaked at $573K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Power Integrations as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.