Cassady Schiller Wealth Management’s Power Integrations POWI Stock Holding History

Cassady Schiller 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
2024 Q4	$926	Buy	+15	New	+$954	﹤0.01%	810

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's POWI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Power Integrations (POWI) in Q4 2024: 15 shares worth $926. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings.

325 funds tracked by Wall St. Rank hold POWI as of Q4 2024.

Cassady Schiller Wealth Management held 15 shares of Power Integrations worth $926 as of Q4 2024.
Power Integrations was a new Cassady Schiller Wealth Management position in Q4 2024.
Power Integrations made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #810 holding.
325 funds tracked by Wall St. Rank held Power Integrations as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.