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Sowell Financial Services’s Power Integrations POWI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-15
Closed -$1K – 2133
2021
Q1 		$1K Sell
15
-182
-92% -$15.8K ﹤0.01% 2991
2020
Q4 		$16K Buy
197
+68
+53% +$4.61K ﹤0.01% 1839
2020
Q3 		$7K Buy
129
+51
+65% +$2.94K ﹤0.01% 1909
2020
Q2 		$5K Hold
78
– – ﹤0.01% 1910
2020
Q1 		$3K Sell
78
-18
-19% -$869 ﹤0.01% 2007
2019
Q4 		$5K Sell
96
-18
-16% -$830 ﹤0.01% 1920
2019
Q3 		$5K Buy
+114
New +$4.95K ﹤0.01% 1773

Other funds holding POWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's POWI Position: Q2 2021 in Review

Sowell Financial Services sold out of Power Integrations (POWI) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in POWI in Q3 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 297 funds tracked by Wall St. Rank hold POWI as of Q2 2021.

  • Sowell Financial Services reported no remaining Power Integrations position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15 Power Integrations shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Power Integrations in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Power Integrations position peaked at $16K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Power Integrations as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.