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Center for Financial Planning’s Power Integrations POWI Stock Holding History

Center for Financial Planning’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
-26
Closed -$2K – 637
2022
Q3 		$2K Buy
+26
New +$1.95K ﹤0.01% 547

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

Center for Financial Planning's POWI Position: Q4 2022 in Review

Center for Financial Planning sold out of Power Integrations (POWI) in Q4 2022, closing a stake of 26 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in POWI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 325 funds tracked by Wall St. Rank hold POWI as of Q4 2022.

  • Center for Financial Planning reported no remaining Power Integrations position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 26 Power Integrations shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Power Integrations in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning'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 Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.