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Sutton Wealth Advisors’s Power Integrations POWI Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-3
Closed -$215 – 1371
2022
Q4 		$215 Buy
+3
New +$214 ﹤0.01% 1586
2022
Q3 		– Sell
-7
Closed -$524 – 1704
2022
Q2 		$525 Sell
7
-5
-42% -$406 ﹤0.01% 1443
2022
Q1 		$1.11K Sell
12
-1,214
-99% -$106K ﹤0.01% 1321
2021
Q4 		$114K Buy
1,226
+6
+0.5% +$589 0.04% 237
2021
Q3 		$121K Hold
1,220
– – 0.04% 230
2021
Q2 		$100K Hold
1,220
– – 0.04% 250
2021
Q1 		$99.4K Hold
1,220
– – 0.04% 242
2020
Q4 		$99.9K Hold
1,220
– – 0.04% 226
2020
Q3 		$67.6K Hold
1,220
– – 0.03% 252
2020
Q2 		$72.1K Hold
1,220
– – 0.04% 236
2020
Q1 		$53.9K Hold
1,220
– – 0.03% 252
2019
Q4 		$60.3K Hold
1,220
– – 0.03% 276
2019
Q3 		$55.2K Hold
1,220
– – 0.03% 279
2019
Q2 		$48.9K Hold
1,220
– – 0.03% 311
2019
Q1 		$42.7K Hold
1,220
– – 0.02% 338
2018
Q4 		$37.2K Hold
1,220
– – 0.02% 338
2018
Q3 		$38.6K Hold
1,220
– – 0.03% 350
2018
Q2 		$44.6K Hold
1,220
– – 0.03% 317
2018
Q1 		$41.7K Hold
1,220
– – 0.03% 319
2017
Q4 		$44.9K Hold
1,220
– – 0.03% 299
2017
Q3 		$44.7K Hold
1,220
– – 0.03% 296
2017
Q2 		$44.5K Hold
1,220
– – 0.04% 284
2017
Q1 		$40.1K Hold
1,220
– – 0.03% 299
2016
Q4 		$41.4K Hold
1,220
– – 0.04% 296
2016
Q3 		$38.4K Hold
1,220
– – 0.04% 298
2016
Q2 		$30.5K Hold
1,220
– – 0.03% 327
2016
Q1 		$30.3K Buy
+1,220
New +$28.1K 0.03% 333

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's POWI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Power Integrations (POWI) in Q1 2023, closing a stake of 3 shares — an estimated $215 sold.

Sutton Wealth Advisors first reported a position in POWI in Q1 2016 and held it in 27 quarters. The position peaked at $121K in Q3 2021. 330 funds tracked by Wall St. Rank hold POWI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Power Integrations position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 Power Integrations shares in Q1 2023, an estimated $215.
  • Sutton Wealth Advisors first reported a position in Power Integrations in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Power Integrations position peaked at $121K in Q3 2021.
  • 330 funds tracked by Wall St. Rank held Power Integrations as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.