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Steward Financial Group’s Power Integrations POWI Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+25
New +$2.14K ﹤0.01% 1237
2022
Q3 		– Sell
-27
Closed -$2K – 1001
2022
Q2 		$2K Buy
+27
New +$2.19K ﹤0.01% 596

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Steward Financial Group's POWI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Power Integrations (POWI) in Q3 2023: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in POWI as recently as Q2 2022.

Steward Financial Group first reported a position in POWI in Q2 2022 and has held it in 2 quarters since. The position peaked at $2K in Q2 2022. 337 funds tracked by Wall St. Rank hold POWI as of Q3 2023.

  • Steward Financial Group held 25 shares of Power Integrations worth $1K as of Q3 2023.
  • Power Integrations was a new Steward Financial Group position in Q3 2023.
  • Power Integrations made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1237 holding.
  • Steward Financial Group first reported a position in Power Integrations in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Power Integrations position peaked at $2K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held Power Integrations as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.