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TFO Wealth Partners’s Power Integrations POWI Stock Holding History

TFO 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
2024
Q1 		– Sell
-8
Closed -$657 – 898
2023
Q4 		$657 Hold
8
– – ﹤0.01% 271
2023
Q3 		$757 Buy
+8
New +$685 ﹤0.01% 343

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's POWI Position: Q1 2024 in Review

TFO Wealth Partners sold out of Power Integrations (POWI) in Q1 2024, closing a stake of 8 shares — an estimated $657 sold.

TFO Wealth Partners first reported a position in POWI in Q3 2023 and held it in 2 quarters. The position peaked at $757 in Q3 2023. 341 funds tracked by Wall St. Rank hold POWI as of Q1 2024.

  • TFO Wealth Partners reported no remaining Power Integrations position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Power Integrations shares in Q1 2024, an estimated $657.
  • TFO Wealth Partners first reported a position in Power Integrations in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Power Integrations position peaked at $757 in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Power Integrations as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.