AWA
POWI icon

Arete Wealth Advisors’s Power Integrations POWI Stock Holding History

Arete Wealth Advisors’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
2023
Q1 		– Sell
-6,161
Closed -$483K – 705
2022
Q4 		$483K Buy
+6,161
New +$440K 0.04% 332

Other funds holding POWI

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's POWI Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Power Integrations (POWI) in Q1 2023, closing a stake of 6,161 shares — an estimated $483K sold.

Arete Wealth Advisors first reported a position in POWI in Q4 2022 and held it in 1 quarter. The position peaked at $483K in Q4 2022. 330 funds tracked by Wall St. Rank hold POWI as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Power Integrations position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,161 Power Integrations shares in Q1 2023, an estimated $483K.
  • Arete Wealth Advisors first reported a position in Power Integrations in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Power Integrations position peaked at $483K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Power Integrations as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.