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KLR Investment Advisors’s Power Integrations POWI Stock Holding History

KLR Investment 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
2024
Q1 		$244K Sell
3,866
-291
-7% -$21.7K 0.18% 160
2023
Q4 		$341K Buy
4,157
+168
+4% +$12.9K 0.25% 124
2023
Q3 		$338K Sell
3,989
-270
-6% -$23.1K 0.31% 107
2023
Q2 		$403K Buy
4,259
+122
+3% +$10.2K 0.33% 97
2023
Q1 		$350K Sell
4,137
-1,104
-21% -$91.7K 0.31% 109
2022
Q4 		$376K Buy
+5,241
New +$374K 0.31% 93

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
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KLR Investment Advisors's POWI Position: Q1 2024 in Review

KLR Investment Advisors reduced its Power Integrations (POWI) stake by 7% in Q1 2024, selling an estimated $21.7K and leaving 3,866 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #160.

KLR Investment Advisors first reported a position in POWI in Q4 2022 and has held it in 6 quarters since. The position peaked at $403K in Q2 2023. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

  • KLR Investment Advisors held 3,866 shares of Power Integrations worth $244K as of Q1 2024.
  • KLR Investment Advisors sold 291 Power Integrations shares in Q1 2024, an estimated $21.7K.
  • Power Integrations made up 0.18% of KLR Investment Advisors's portfolio in Q1 2024, its #160 holding.
  • KLR Investment Advisors first reported a position in Power Integrations in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Power Integrations position peaked at $403K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.