Heritage Wealth Management (Arizona)’s Power Integrations POWI Stock Holding History

Heritage Wealth Management (Arizona)’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	-2,483	Closed	-$204K	–	184
2023 Q4	$204K	Buy	+2,483	New	+$190K	0.11%	163
2022 Q4	$388K	Buy	5,414 +5,272	+3,713%	+$376K	0.06%	261
2022 Q3	$9K	Hold	142	–	–	﹤0.01%	673
2022 Q2	$10.7K	Hold	142	–	–	﹤0.01%	656
2022 Q1	$13K	Buy	+142	New	+$12.4K	﹤0.01%	676
2021 Q3	$14K	Hold	142	–	–	0.01%	609
2021 Q2	$12K	Buy	+142	New	+$11.5K	﹤0.01%	640

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s POWI Position: Q1 2024 in Review

Heritage Wealth Management (Arizona) sold out of Power Integrations (POWI) in Q1 2024, closing a stake of 2,483 shares — an estimated $204K sold.

Heritage Wealth Management (Arizona) first reported a position in POWI in Q2 2021 and held it in 7 quarters. The position peaked at $388K in Q4 2022. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

Heritage Wealth Management (Arizona) reported no remaining Power Integrations position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 2,483 Power Integrations shares in Q1 2024, an estimated $204K.
Heritage Wealth Management (Arizona) first reported a position in Power Integrations in Q2 2021 and held it in 7 quarters.
Heritage Wealth Management (Arizona)'s Power Integrations position peaked at $388K in Q4 2022.
341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q1 2024, filed 25 Apr 2024.