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Lenox Wealth Advisors’s Power Integrations POWI Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-46
Closed -$2K – 750
2020
Q1 		$2K Buy
+46
New +$2.22K ﹤0.01% 610
2019
Q2 		– Sell
-68
Closed -$2K – 542
2019
Q1 		$2K Buy
+68
New +$2.31K ﹤0.01% 540
2018
Q2 		– Sell
-28
Closed -$1K – 623
2018
Q1 		$1K Buy
+28
New +$999 ﹤0.01% 524

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's POWI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Power Integrations (POWI) in Q2 2020, closing a stake of 46 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in POWI in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 281 funds tracked by Wall St. Rank hold POWI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Power Integrations position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 46 Power Integrations shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Power Integrations in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Power Integrations position peaked at $2K in Q1 2020.
  • 281 funds tracked by Wall St. Rank held Power Integrations as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.