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Kingsview Wealth Management’s Power Integrations POWI Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-10,400
Closed -$985K – 992
2023
Q2 		$985K Buy
+10,400
New +$868K 0.04% 415

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kingsview Wealth Management's POWI Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Power Integrations (POWI) in Q3 2023, closing a stake of 10,400 shares — an estimated $985K sold.

Kingsview Wealth Management first reported a position in POWI in Q2 2023 and held it in 1 quarter. The position peaked at $985K in Q2 2023. 337 funds tracked by Wall St. Rank hold POWI as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Power Integrations position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,400 Power Integrations shares in Q3 2023, an estimated $985K.
  • Kingsview Wealth Management first reported a position in Power Integrations in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Power Integrations position peaked at $985K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Power Integrations as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.