TWA
POWI icon

TCI Wealth Advisors’s Power Integrations POWI Stock Holding History

TCI 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
Q2 		– Sell
-152
Closed -$12.9K – 1690
2023
Q1 		$12.9K Hold
152
– – ﹤0.01% 932
2022
Q4 		$10.9K Sell
152
-48
-24% -$3.43K ﹤0.01% 1022
2022
Q3 		$13K Buy
200
+54
+37% +$4.04K ﹤0.01% 874
2022
Q2 		$11K Sell
146
-70
-32% -$5.68K ﹤0.01% 963
2022
Q1 		$20K Buy
216
+68
+46% +$5.93K ﹤0.01% 702
2021
Q4 		$14K Sell
148
-18
-11% -$1.77K ﹤0.01% 931
2021
Q3 		$16K Buy
166
+18
+12% +$1.74K ﹤0.01% 792
2021
Q2 		$12K Buy
148
+56
+61% +$4.52K ﹤0.01% 864
2021
Q1 		$7K Buy
92
+34
+59% +$2.96K ﹤0.01% 1075
2020
Q4 		$5K Hold
58
– – ﹤0.01% 895
2020
Q3 		$3K Hold
58
– – ﹤0.01% 990
2020
Q2 		$3K Hold
58
– – ﹤0.01% 948
2020
Q1 		$3K Hold
58
– – ﹤0.01% 909
2019
Q4 		$3K Hold
58
– – ﹤0.01% 1043
2019
Q3 		$3K Hold
58
– – ﹤0.01% 975
2019
Q2 		$2K Hold
58
– – ﹤0.01% 1045
2019
Q1 		$2K Hold
58
– – ﹤0.01% 1064
2018
Q4 		$2K Sell
58
-12
-17% -$354 ﹤0.01% 1038
2018
Q3 		$2K Sell
70
-22
-24% -$791 ﹤0.01% 1067
2018
Q2 		$3K Buy
92
+34
+59% +$1.23K ﹤0.01% 963
2018
Q1 		$2K Hold
58
– – ﹤0.01% 998
2017
Q4 		$2K Hold
58
– – ﹤0.01% 1044
2017
Q3 		$2K Hold
58
– – ﹤0.01% 977
2017
Q2 		$2K Hold
58
– – ﹤0.01% 1007
2017
Q1 		$2K Hold
58
– – ﹤0.01% 963
2016
Q4 		$2K Sell
58
-46
-44% -$1.51K ﹤0.01% 1036
2016
Q3 		$3K Buy
104
+46
+79% +$1.31K ﹤0.01% 886
2016
Q2 		$1K Hold
58
– – ﹤0.01% 1123
2016
Q1 		$1K Buy
+58
New +$1.33K ﹤0.01% 1133

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCI Wealth Advisors's POWI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Power Integrations (POWI) in Q2 2023, closing a stake of 152 shares — an estimated $12.9K sold.

TCI Wealth Advisors first reported a position in POWI in Q1 2016 and held it in 29 quarters. The position peaked at $20K in Q1 2022. 339 funds tracked by Wall St. Rank hold POWI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Power Integrations position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 152 Power Integrations shares in Q2 2023, an estimated $12.9K.
  • TCI Wealth Advisors first reported a position in Power Integrations in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Power Integrations position peaked at $20K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Power Integrations as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.