One Wealth Advisors’s Power Integrations POWI Stock Holding History

One Wealth 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 Q1	–	Sell	-1,159	Closed	-$83.1K	–	491
2022 Q4	$83.1K	Buy	+1,159	New	+$82.7K	0.02%	321
2019 Q2	–	Sell	-1,552	Closed	-$54K	–	387
2019 Q1	$54K	Buy	+1,552	New	+$52.8K	0.04%	229
2018 Q4	–	Sell	-1,870	Closed	-$59K	–	381
2018 Q3	$59K	Hold	1,870	–	–	0.05%	256
2018 Q2	$68K	Hold	1,870	–	–	0.05%	234
2018 Q1	$64K	Sell	1,870 -128	-6%	-$4.57K	0.06%	233
2017 Q4	$73K	Buy	+1,998	New	+$76.2K	0.06%	243

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

One Wealth Advisors's POWI Position: Q1 2023 in Review

One Wealth Advisors sold out of Power Integrations (POWI) in Q1 2023, closing a stake of 1,159 shares — an estimated $83.1K sold.

One Wealth Advisors first reported a position in POWI in Q4 2017 and held it in 6 quarters. The position peaked at $83.1K in Q4 2022. 330 funds tracked by Wall St. Rank hold POWI as of Q1 2023.

One Wealth Advisors reported no remaining Power Integrations position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,159 Power Integrations shares in Q1 2023, an estimated $83.1K.
One Wealth Advisors first reported a position in Power Integrations in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Power Integrations position peaked at $83.1K in Q4 2022.
330 funds tracked by Wall St. Rank held Power Integrations as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.