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Newbridge Financial Services Group’s Power Integrations POWI Stock Holding History

Newbridge Financial Services Group’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
2021
Q4 		– Sell
-150
Closed -$15K – 1510
2021
Q3 		$15K Buy
+150
New +$14.5K 0.01% 751

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Newbridge Financial Services Group's POWI Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Power Integrations (POWI) in Q4 2021, closing a stake of 150 shares — an estimated $15K sold.

Newbridge Financial Services Group first reported a position in POWI in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 343 funds tracked by Wall St. Rank hold POWI as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Power Integrations position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 150 Power Integrations shares in Q4 2021, an estimated $15K.
  • Newbridge Financial Services Group first reported a position in Power Integrations in Q3 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Power Integrations position peaked at $15K in Q3 2021.
  • 343 funds tracked by Wall St. Rank held Power Integrations as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.