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Stratos Wealth Partners’s Power Integrations POWI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-104
Closed -$3K – 2056
2018
Q3 		$3K Buy
+104
New +$3.74K ﹤0.01% 2629
2018
Q2 		– Sell
-132
Closed -$5K – 2153
2018
Q1 		$5K Hold
132
– – ﹤0.01% 2613
2017
Q4 		$5K Buy
+132
New +$5.04K ﹤0.01% 2398

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's POWI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Power Integrations (POWI) in Q4 2018, closing a stake of 104 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in POWI in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 208 funds tracked by Wall St. Rank hold POWI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Power Integrations position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 104 Power Integrations shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Power Integrations in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Power Integrations position peaked at $5K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Power Integrations as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.