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Milestone Investment Advisors’s Power Integrations POWI Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-188
Closed -$14.3K – 361
2023
Q3 		$14.3K Buy
+188
New +$16.1K ﹤0.01% 274
2023
Q2 		– Sell
-205
Closed -$17.4K – 358
2023
Q1 		$17.4K Buy
+205
New +$17K 0.01% 272

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Milestone Investment Advisors's POWI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Power Integrations (POWI) in Q4 2023, closing a stake of 188 shares — an estimated $14.3K sold.

Milestone Investment Advisors first reported a position in POWI in Q1 2023 and held it in 2 quarters. The position peaked at $17.4K in Q1 2023. 342 funds tracked by Wall St. Rank hold POWI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Power Integrations position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 188 Power Integrations shares in Q4 2023, an estimated $14.3K.
  • Milestone Investment Advisors first reported a position in Power Integrations in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Power Integrations position peaked at $17.4K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Power Integrations as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.