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Financial Gravity Companies’s Power Integrations POWI Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-26
Closed -$1.67K – 1006
2024
Q3 		$1.67K Buy
+26
New +$1.72K ﹤0.01% 532
2018
Q4 		$2K Buy
+62
New +$1.83K ﹤0.01% 945
2018
Q1 		$4K Buy
102
+14
+16% +$499 ﹤0.01% 801
2017
Q4 		$3K Buy
+88
New +$3.36K ﹤0.01% 856

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Financial Gravity Companies's POWI Position: Q4 2024 in Review

Financial Gravity Companies sold out of Power Integrations (POWI) in Q4 2024, closing a stake of 26 shares — an estimated $1.67K sold.

Financial Gravity Companies first reported a position in POWI in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 325 funds tracked by Wall St. Rank hold POWI as of Q4 2024.

  • Financial Gravity Companies reported no remaining Power Integrations position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 26 Power Integrations shares in Q4 2024, an estimated $1.67K.
  • Financial Gravity Companies first reported a position in Power Integrations in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Power Integrations position peaked at $4K in Q1 2018.
  • 325 funds tracked by Wall St. Rank held Power Integrations as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.