EWM
POWI icon

Executive Wealth Management’s Power Integrations POWI Stock Holding History

Executive 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
2019
Q3 		– Sell
-250
Closed -$10K – 604
2019
Q2 		$10K Hold
250
– – ﹤0.01% 616
2019
Q1 		$9K Hold
250
– – ﹤0.01% 577
2018
Q4 		$8K Buy
+250
New +$7.38K ﹤0.01% 611

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's POWI Position: Q3 2019 in Review

Executive Wealth Management sold out of Power Integrations (POWI) in Q3 2019, closing a stake of 250 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in POWI in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 231 funds tracked by Wall St. Rank hold POWI as of Q3 2019.

  • Executive Wealth Management reported no remaining Power Integrations position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 250 Power Integrations shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Power Integrations in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Power Integrations position peaked at $10K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held Power Integrations as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.