Level Four Advisory Services’s Power Integrations POWI Stock Holding History

Level Four Advisory Services’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	-5,125	Closed	-$485K	–	832
2023 Q2	$485K	Buy	+5,125	New	+$428K	0.03%	477

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Level Four Advisory Services's POWI Position: Q3 2023 in Review

Level Four Advisory Services sold out of Power Integrations (POWI) in Q3 2023, closing a stake of 5,125 shares — an estimated $485K sold.

Level Four Advisory Services first reported a position in POWI in Q2 2023 and held it in 1 quarter. The position peaked at $485K in Q2 2023. 337 funds tracked by Wall St. Rank hold POWI as of Q3 2023.

Level Four Advisory Services reported no remaining Power Integrations position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,125 Power Integrations shares in Q3 2023, an estimated $485K.
Level Four Advisory Services first reported a position in Power Integrations in Q2 2023 and held it in 1 quarter.
Level Four Advisory Services's Power Integrations position peaked at $485K in Q2 2023.
337 funds tracked by Wall St. Rank held Power Integrations as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.