Patriot Financial Group Insurance Agency’s Power Integrations POWI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-194	Closed	-$15K	–	1540
2022 Q2	$15K	Sell	194 -42	-18%	-$3.41K	﹤0.01%	1114
2022 Q1	$22K	Sell	236 -4	-2%	-$349	﹤0.01%	1056
2021 Q4	$22K	Hold	240	–	–	﹤0.01%	1187
2021 Q3	$24K	Buy	240 +42	+21%	+$4.07K	﹤0.01%	1139
2021 Q2	$16K	Hold	198	–	–	﹤0.01%	1278
2021 Q1	$16K	Hold	198	–	–	﹤0.01%	1197
2020 Q4	$16K	Sell	198 -3	-1%	-$204	﹤0.01%	1064
2020 Q3	$11K	Buy	201 +3	+2%	+$173	﹤0.01%	1010
2020 Q2	$12K	Sell	198 -6	-3%	-$315	﹤0.01%	919
2020 Q1	$9K	Buy	+204	New	+$9.85K	﹤0.01%	895

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's POWI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Power Integrations (POWI) in Q3 2022, closing a stake of 194 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in POWI in Q1 2020 and held it in 10 quarters. The position peaked at $24K in Q3 2021. 328 funds tracked by Wall St. Rank hold POWI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Power Integrations position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 194 Power Integrations shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in Power Integrations in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Power Integrations position peaked at $24K in Q3 2021.
328 funds tracked by Wall St. Rank held Power Integrations as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.