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EPG Wealth Management’s Power Integrations POWI Stock Holding History

EPG 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
2020
Q2 		– Sell
-50
Closed -$2K – 599
2020
Q1 		$2K Hold
50
– – ﹤0.01% 698
2019
Q4 		$2K Buy
+50
New +$2.31K ﹤0.01% 612

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EPG Wealth Management's POWI Position: Q2 2020 in Review

EPG Wealth Management sold out of Power Integrations (POWI) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in POWI in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 281 funds tracked by Wall St. Rank hold POWI as of Q2 2020.

  • EPG Wealth Management reported no remaining Power Integrations position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 50 Power Integrations shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Power Integrations in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Power Integrations position peaked at $2K in Q1 2020.
  • 281 funds tracked by Wall St. Rank held Power Integrations as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.