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EP Wealth Advisors’s Power Integrations POWI Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-13,824
Closed -$991K – 686
2022
Q4 		$991K Buy
+13,824
New +$987K 0.02% 285

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's POWI Position: Q1 2023 in Review

EP Wealth Advisors sold out of Power Integrations (POWI) in Q1 2023, closing a stake of 13,824 shares — an estimated $991K sold.

EP Wealth Advisors first reported a position in POWI in Q4 2022 and held it in 1 quarter. The position peaked at $991K in Q4 2022. 330 funds tracked by Wall St. Rank hold POWI as of Q1 2023.

  • EP Wealth Advisors reported no remaining Power Integrations position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 13,824 Power Integrations shares in Q1 2023, an estimated $991K.
  • EP Wealth Advisors first reported a position in Power Integrations in Q4 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Power Integrations position peaked at $991K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Power Integrations as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.