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Fernwood Investment Management’s Power Integrations POWI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-136
Closed -$9.73K – 569
2024
Q1 		$9.73K Buy
+136
New +$10.2K ﹤0.01% 574

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's POWI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Power Integrations (POWI) in Q2 2024, closing a stake of 136 shares — an estimated $9.73K sold.

Fernwood Investment Management first reported a position in POWI in Q1 2024 and held it in 1 quarter. The position peaked at $9.73K in Q1 2024. 350 funds tracked by Wall St. Rank hold POWI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Power Integrations position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 136 Power Integrations shares in Q2 2024, an estimated $9.73K.
  • Fernwood Investment Management first reported a position in Power Integrations in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Power Integrations position peaked at $9.73K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Power Integrations as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.