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Carolinas Wealth Consulting’s Power Integrations POWI Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-11
Closed -$926 – 1125
2023
Q4 		$926 Hold
11
– – ﹤0.01% 842
2023
Q3 		$782 Sell
11
-1
-8% -$86 ﹤0.01% 872
2023
Q2 		$1.1K Sell
12
-1
-8% -$83 ﹤0.01% 895
2023
Q1 		$1.1K Buy
+13
New +$1.08K ﹤0.01% 880

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolinas Wealth Consulting's POWI Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Power Integrations (POWI) in Q1 2024, closing a stake of 11 shares — an estimated $926 sold.

Carolinas Wealth Consulting first reported a position in POWI in Q1 2023 and held it in 4 quarters. The position peaked at $1.1K in Q2 2023. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Power Integrations position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11 Power Integrations shares in Q1 2024, an estimated $926.
  • Carolinas Wealth Consulting first reported a position in Power Integrations in Q1 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Power Integrations position peaked at $1.1K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.