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POWI icon

Icon Wealth Partners’s Power Integrations POWI Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-368
Closed -$13K – 611
2019
Q1 		$13K Buy
+368
New +$12.5K ﹤0.01% 636
2018
Q3 		– Sell
-302
Closed -$11K – 610
2018
Q2 		$11K Buy
+302
New +$10.9K ﹤0.01% 688
2018
Q1 		– Sell
-284
Closed -$10K – 608
2017
Q4 		$10K Buy
+284
New +$10.8K 0.01% 708

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's POWI Position: Q2 2019 in Review

Icon Wealth Partners sold out of Power Integrations (POWI) in Q2 2019, closing a stake of 368 shares — an estimated $13K sold.

Icon Wealth Partners first reported a position in POWI in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2019. 213 funds tracked by Wall St. Rank hold POWI as of Q2 2019.

  • Icon Wealth Partners reported no remaining Power Integrations position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 368 Power Integrations shares in Q2 2019, an estimated $13K.
  • Icon Wealth Partners first reported a position in Power Integrations in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Power Integrations position peaked at $13K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held Power Integrations as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.