TrueWealth LLC’s Power Integrations POWI Stock Holding History

TrueWealth LLC’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
2020 Q2	$8K	Hold	130	–	–	﹤0.01%	507
2020 Q1	$6K	Hold	130	–	–	﹤0.01%	525
2019 Q4	$6K	Hold	130	–	–	﹤0.01%	547
2019 Q3	$6K	Hold	130	–	–	﹤0.01%	543
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	575
2019 Q1	$5K	Hold	130	–	–	﹤0.01%	573
2018 Q4	$4K	Hold	130	–	–	﹤0.01%	591
2018 Q3	$4K	Hold	130	–	–	﹤0.01%	656
2018 Q2	$5K	Hold	130	–	–	﹤0.01%	619
2018 Q1	$4K	Hold	130	–	–	﹤0.01%	625
2017 Q4	$5K	Buy	+130	New	+$4.96K	﹤0.01%	665

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's POWI Position: Q2 2020 in Review

TrueWealth LLC held its Power Integrations (POWI) position steady in Q2 2020 at 130 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

TrueWealth LLC first reported a position in POWI in Q4 2017 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold POWI as of Q2 2020.

TrueWealth LLC held 130 shares of Power Integrations worth $8K as of Q2 2020.
TrueWealth LLC left its Power Integrations share count unchanged in Q2 2020.
Power Integrations made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #507 holding.
TrueWealth LLC first reported a position in Power Integrations in Q4 2017 and has held it in 11 quarters since.
281 funds tracked by Wall St. Rank held Power Integrations as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.