Sugarloaf Wealth Management’s Power Integrations POWI Stock Holding History

Sugarloaf Wealth Management’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 Q4	$2.47K	Hold	40	–	–	﹤0.01%	621
2024 Q3	$2.56K	Hold	40	–	–	﹤0.01%	607
2024 Q2	$2.81K	Hold	40	–	–	﹤0.01%	568
2024 Q1	$2.86K	Hold	40	–	–	﹤0.01%	572
2023 Q4	$3.28K	Hold	40	–	–	﹤0.01%	573
2023 Q3	$3.05K	Hold	40	–	–	﹤0.01%	571
2023 Q2	$3.79K	Hold	40	–	–	﹤0.01%	571
2023 Q1	$3.39K	Hold	40	–	–	﹤0.01%	580
2022 Q4	$2.87K	Hold	40	–	–	﹤0.01%	638
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	679
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	668
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	596
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	621
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	633
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	651
2021 Q1	$3	Hold	40	–	–	﹤0.01%	641
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	605
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	618
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	612
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	606
2019 Q4	$2K	Buy	+40	New	+$1.84K	﹤0.01%	642

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's POWI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Power Integrations (POWI) position steady in Q4 2024 at 40 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Sugarloaf Wealth Management first reported a position in POWI in Q4 2019 and has held it in 21 quarters since. The position peaked at $4K in Q1 2022. 325 funds tracked by Wall St. Rank hold POWI as of Q4 2024.

Sugarloaf Wealth Management held 40 shares of Power Integrations worth $2.47K as of Q4 2024.
Sugarloaf Wealth Management left its Power Integrations share count unchanged in Q4 2024.
Power Integrations made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #621 holding.
Sugarloaf Wealth Management first reported a position in Power Integrations in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Power Integrations position peaked at $4K in Q1 2022.
325 funds tracked by Wall St. Rank held Power Integrations as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.