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Valeo Financial Advisors’s Power Integrations POWI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-17
Closed -$1K – 1469
2021
Q1 		$1K Buy
+17
New +$1.48K ﹤0.01% 1921
2020
Q3 		– Sell
-188
Closed -$10.8K – 2008
2020
Q2 		$11K Buy
188
+124
+194% +$6.52K ﹤0.01% 1255
2020
Q1 		$3K Buy
+64
New +$3.09K ﹤0.01% 1440
2018
Q2 		– Sell
-192
Closed -$7K – 1725
2018
Q1 		$7K Buy
+192
New +$6.85K ﹤0.01% 1038

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's POWI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Power Integrations (POWI) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in POWI in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q2 2020. 297 funds tracked by Wall St. Rank hold POWI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Power Integrations position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 17 Power Integrations shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Power Integrations in Q1 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Power Integrations position peaked at $11K in Q2 2020.
  • 297 funds tracked by Wall St. Rank held Power Integrations as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.