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Capital Advisors Ltd’s Power Integrations POWI Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-37
Closed -$2K – 1543
2022
Q3 		$2K Buy
+37
New +$2.77K ﹤0.01% 889
2022
Q2 		– Sell
-13
Closed -$1K – 1252
2022
Q1 		$1K Buy
+13
New +$1.13K ﹤0.01% 778

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Advisors Ltd's POWI Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Power Integrations (POWI) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in POWI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 325 funds tracked by Wall St. Rank hold POWI as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Power Integrations position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 37 Power Integrations shares in Q4 2022, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Power Integrations in Q1 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Power Integrations position peaked at $2K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held Power Integrations as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.