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HC Financial Advisors’s Power Integrations POWI Stock Holding History

HC Financial Advisors’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
-164
Closed -$15K – 353
2022
Q1 		$15K Hold
164
– – 0.01% 208
2021
Q4 		$15K Hold
164
– – 0.01% 224
2021
Q3 		$16K Hold
164
– – 0.01% 207
2021
Q2 		$13K Hold
164
– – 0.01% 226
2021
Q1 		$13K Hold
164
– – 0.01% 229
2020
Q4 		$13K Hold
164
– – 0.01% 239
2020
Q3 		$9K Hold
164
– – 0.01% 272
2020
Q2 		$10K Hold
164
– – 0.01% 239
2020
Q1 		$7K Buy
+164
New +$7.92K 0.01% 268

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 $6.23B AUM 86.54% 1-Year Est. Return

HC Financial Advisors's POWI Position: Q2 2022 in Review

HC Financial Advisors sold out of Power Integrations (POWI) in Q2 2022, closing a stake of 164 shares — an estimated $15K sold.

HC Financial Advisors first reported a position in POWI in Q1 2020 and held it in 9 quarters. The position peaked at $16K in Q3 2021. 335 funds tracked by Wall St. Rank hold POWI as of Q2 2022.

  • HC Financial Advisors reported no remaining Power Integrations position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 164 Power Integrations shares in Q2 2022, an estimated $15K.
  • HC Financial Advisors first reported a position in Power Integrations in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors's Power Integrations position peaked at $16K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Power Integrations as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.