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Loring Wolcott & Coolidge Fiduciary Advisors’s Power Integrations POWI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-116
Closed -$11K – 696
2021
Q4 		$11K Hold
116
– – ﹤0.01% 587
2021
Q3 		$11K Hold
116
– – ﹤0.01% 581
2021
Q2 		$10K Buy
+116
New +$9.37K ﹤0.01% 634
2021
Q1 		– Sell
-116
Closed -$9K – 597
2020
Q4 		$9K Buy
+116
New +$7.87K ﹤0.01% 586

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
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

Loring Wolcott & Coolidge Fiduciary Advisors's POWI Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Power Integrations (POWI) in Q1 2022, closing a stake of 116 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in POWI in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 358 funds tracked by Wall St. Rank hold POWI as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Power Integrations position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 116 Power Integrations shares in Q1 2022, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Power Integrations in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Power Integrations position peaked at $11K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Power Integrations as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.