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SYSTM Wealth Solutions’s Power Integrations POWI Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-153
Closed -$10.7K – 492
2024
Q2 		$10.7K Hold
153
– – ﹤0.01% 468
2024
Q1 		$10.9K Buy
153
+11
+8% +$821 ﹤0.01% 770
2023
Q4 		$11.7K Buy
+142
New +$10.9K ﹤0.01% 809

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SYSTM Wealth Solutions's POWI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Power Integrations (POWI) in Q3 2024, closing a stake of 153 shares — an estimated $10.7K sold.

SYSTM Wealth Solutions first reported a position in POWI in Q4 2023 and held it in 3 quarters. The position peaked at $11.7K in Q4 2023. 333 funds tracked by Wall St. Rank hold POWI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Power Integrations position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 153 Power Integrations shares in Q3 2024, an estimated $10.7K.
  • SYSTM Wealth Solutions first reported a position in Power Integrations in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Power Integrations position peaked at $11.7K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Power Integrations as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.