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SageView Advisory Group’s Power Integrations POWI Stock Holding History

SageView Advisory 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
2024
Q2 		– Sell
-1,853
Closed -$299K – 708
2024
Q1 		$299K Buy
+1,853
New +$138K 0.02% 414

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's POWI Position: Q2 2024 in Review

SageView Advisory Group sold out of Power Integrations (POWI) in Q2 2024, closing a stake of 1,853 shares — an estimated $299K sold.

SageView Advisory Group first reported a position in POWI in Q1 2024 and held it in 1 quarter. The position peaked at $299K in Q1 2024. 350 funds tracked by Wall St. Rank hold POWI as of Q2 2024.

  • SageView Advisory Group reported no remaining Power Integrations position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 1,853 Power Integrations shares in Q2 2024, an estimated $299K.
  • SageView Advisory Group first reported a position in Power Integrations in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Power Integrations position peaked at $299K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Power Integrations as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.