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Legacy Capital Wealth Partners’s Power Integrations POWI Stock Holding History

Legacy Capital 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
2024
Q3 		– Sell
-2,973
Closed -$209K – 370
2024
Q2 		$209K Buy
+2,973
New +$213K 0.05% 289

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State Street
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Wellington Management Group
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DGI
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JP Morgan Chase
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legacy Capital Wealth Partners's POWI Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of Power Integrations (POWI) in Q3 2024, closing a stake of 2,973 shares — an estimated $209K sold.

Legacy Capital Wealth Partners first reported a position in POWI in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 333 funds tracked by Wall St. Rank hold POWI as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining Power Integrations position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,973 Power Integrations shares in Q3 2024, an estimated $209K.
  • Legacy Capital Wealth Partners first reported a position in Power Integrations in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Power Integrations position peaked at $209K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Power Integrations as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.