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Blue Bell Private Wealth Management’s Power Integrations POWI Stock Holding History

Blue Bell Private 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
Q3 		– Sell
-90
Closed -$7K – 811
2022
Q2 		$7K Buy
90
+10
+13% +$812 ﹤0.01% 453
2022
Q1 		$7K Hold
80
– – ﹤0.01% 495
2021
Q4 		$7K Buy
+80
New +$7.86K ﹤0.01% 477

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Bell Private Wealth Management's POWI Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Power Integrations (POWI) in Q3 2022, closing a stake of 90 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in POWI in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 328 funds tracked by Wall St. Rank hold POWI as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Power Integrations position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 90 Power Integrations shares in Q3 2022, an estimated $7K.
  • Blue Bell Private Wealth Management first reported a position in Power Integrations in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Power Integrations position peaked at $7K in Q2 2022.
  • 328 funds tracked by Wall St. Rank held Power Integrations as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.