Corient Private Wealth
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Corient Private Wealth’s Power Integrations POWI Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-4,410
Closed -$310K – 2544
2024
Q2 		$310K Sell
4,410
-243
-5% -$17.4K ﹤0.01% 1886
2024
Q1 		$333K Buy
4,653
+220
+5% +$16.4K ﹤0.01% 1836
2023
Q4 		$364K Sell
4,433
-50
-1% -$3.83K ﹤0.01% 1772
2023
Q3 		$343K Buy
4,483
+359
+9% +$30.7K ﹤0.01% 1691
2023
Q2 		$390K Sell
4,124
-10
-0.2% -$835 ﹤0.01% 1580
2023
Q1 		$350K Buy
4,134
+41
+1% +$3.4K ﹤0.01% 1532
2022
Q4 		$293K Buy
+4,093
New +$292K ﹤0.01% 1342

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Corient Private Wealth's POWI Position: Q3 2024 in Review

Corient Private Wealth sold out of Power Integrations (POWI) in Q3 2024, closing a stake of 4,410 shares — an estimated $310K sold.

Corient Private Wealth first reported a position in POWI in Q4 2022 and held it in 7 quarters. The position peaked at $390K in Q2 2023. 333 funds tracked by Wall St. Rank hold POWI as of Q3 2024.

  • Corient Private Wealth reported no remaining Power Integrations position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 4,410 Power Integrations shares in Q3 2024, an estimated $310K.
  • Corient Private Wealth first reported a position in Power Integrations in Q4 2022 and held it in 7 quarters.
  • Corient Private Wealth's Power Integrations position peaked at $390K in Q2 2023.
  • 333 funds tracked by Wall St. Rank held Power Integrations as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.