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Cary Street Partners Investment Advisory’s Power Integrations POWI Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		– Sell
-45
Closed -$3.81K – 1779
2023
Q1 		$3.81K Hold
45
– – ﹤0.01% 1384
2022
Q4 		$3.23K Buy
+45
New +$3.21K ﹤0.01% 1423

Other funds holding POWI

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's POWI Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Power Integrations (POWI) in Q2 2023, closing a stake of 45 shares — an estimated $3.81K sold.

Cary Street Partners Investment Advisory first reported a position in POWI in Q4 2022 and held it in 2 quarters. The position peaked at $3.81K in Q1 2023. 339 funds tracked by Wall St. Rank hold POWI as of Q2 2023.

  • Cary Street Partners Investment Advisory reported no remaining Power Integrations position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 45 Power Integrations shares in Q2 2023, an estimated $3.81K.
  • Cary Street Partners Investment Advisory first reported a position in Power Integrations in Q4 2022 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Power Integrations position peaked at $3.81K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Power Integrations as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.