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GoalVest Advisory’s Power Integrations POWI Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-17
Closed -$1.4K – 457
2023
Q4 		$1.4K Sell
17
-52
-75% -$3.99K ﹤0.01% 345
2023
Q3 		$5.26K Buy
69
+22
+47% +$1.88K ﹤0.01% 340
2023
Q2 		$4.45K Buy
+47
New +$3.92K ﹤0.01% 310

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GoalVest Advisory's POWI Position: Q1 2024 in Review

GoalVest Advisory sold out of Power Integrations (POWI) in Q1 2024, closing a stake of 17 shares — an estimated $1.4K sold.

GoalVest Advisory first reported a position in POWI in Q2 2023 and held it in 3 quarters. The position peaked at $5.26K in Q3 2023. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

  • GoalVest Advisory reported no remaining Power Integrations position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 17 Power Integrations shares in Q1 2024, an estimated $1.4K.
  • GoalVest Advisory first reported a position in Power Integrations in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Power Integrations position peaked at $5.26K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.