Harvest Group Wealth Management’s Power Integrations POWI Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-38	Closed	-$3K	–	525
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	311
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	366
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	317
2020 Q1	$1K	Sell	38 -40	-51%	-$1.93K	﹤0.01%	414
2019 Q4	$3K	Hold	78	–	–	﹤0.01%	527
2019 Q3	$4K	Hold	78	–	–	﹤0.01%	491
2019 Q2	$3K	Hold	78	–	–	﹤0.01%	470
2019 Q1	$3K	Buy	+78	New	+$2.65K	﹤0.01%	531

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Harvest Group Wealth Management's POWI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Power Integrations (POWI) in Q1 2021, closing a stake of 38 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in POWI in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2019. 297 funds tracked by Wall St. Rank hold POWI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Power Integrations position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 38 Power Integrations shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Power Integrations in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Power Integrations position peaked at $4K in Q3 2019.
297 funds tracked by Wall St. Rank held Power Integrations as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.