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Fortitude Advisory Group’s Power Integrations POWI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-150
Closed -$14K – 992
2022
Q1 		$14K Hold
150
– – 0.01% 937
2021
Q4 		$14K Buy
+150
New +$14.7K 0.01% 951

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Fortitude Advisory Group's POWI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Power Integrations (POWI) in Q2 2022, closing a stake of 150 shares — an estimated $14K sold.

Fortitude Advisory Group first reported a position in POWI in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 335 funds tracked by Wall St. Rank hold POWI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Power Integrations position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 150 Power Integrations shares in Q2 2022, an estimated $14K.
  • Fortitude Advisory Group first reported a position in Power Integrations in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Power Integrations position peaked at $14K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Power Integrations as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.