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Lloyd Advisory Services’s Power Integrations POWI Stock Holding History

Lloyd 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
2022
Q2 		– Sell
-28
Closed -$3K – 428
2022
Q1 		$3K Buy
+28
New +$2.44K ﹤0.01% 489

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Lloyd Advisory Services's POWI Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Power Integrations (POWI) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in POWI in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 335 funds tracked by Wall St. Rank hold POWI as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Power Integrations position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 28 Power Integrations shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in Power Integrations in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Power Integrations position peaked at $3K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Power Integrations as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.