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Arkadios Wealth Advisors’s Power Integrations POWI Stock Holding History

Arkadios 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
2021
Q3 		– Sell
-50
Closed -$4K – 2013
2021
Q2 		$4K Hold
50
– – ﹤0.01% 1774
2021
Q1 		$4K Hold
50
– – ﹤0.01% 1425
2020
Q4 		$4K Buy
+50
New +$3.39K ﹤0.01% 1163

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Arkadios Wealth Advisors's POWI Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Power Integrations (POWI) in Q3 2021, closing a stake of 50 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in POWI in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 328 funds tracked by Wall St. Rank hold POWI as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Power Integrations position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 50 Power Integrations shares in Q3 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Power Integrations in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Power Integrations position peaked at $4K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Power Integrations as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.