Financial Gravity Asset Management’s Power Integrations POWI Stock Holding History

Financial Gravity Asset 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 Q4	$0	Buy	+2	New	+$136	﹤0.01%	634
2019 Q4	$99K	Sell	22 -2	-8%	-$92	0.07%	325
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	1088
2019 Q2	$1K	Sell	24 -10	-29%	-$365	﹤0.01%	1111
2019 Q1	$1K	Buy	+34	New	+$1.16K	﹤0.01%	1163
2018 Q3	$2K	Buy	80 +8	+11%	+$288	﹤0.01%	991
2018 Q2	$3K	Sell	72 -30	-29%	-$1.09K	﹤0.01%	906
2018 Q1	$4K	Buy	+102	New	+$3.64K	﹤0.01%	801

Other funds holding POWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's POWI Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Power Integrations (POWI) in Q4 2020: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in POWI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in POWI in Q1 2018 and has held it in 8 quarters since. The position peaked at $99K in Q4 2019. 290 funds tracked by Wall St. Rank hold POWI as of Q4 2020.

Financial Gravity Asset Management held 2 shares of Power Integrations worth $0 as of Q4 2020.
Power Integrations was a new Financial Gravity Asset Management position in Q4 2020.
Power Integrations made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #634 holding.
Financial Gravity Asset Management first reported a position in Power Integrations in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Power Integrations position peaked at $99K in Q4 2019.
290 funds tracked by Wall St. Rank held Power Integrations as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.