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Wealth Alliance’s Power Integrations POWI Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-2,613
Closed -$247K – 523
2023
Q2 		$247K Sell
2,613
-12
-0.5% -$1K 0.04% 430
2023
Q1 		$222K Buy
+2,625
New +$218K 0.04% 449

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealth Alliance's POWI Position: Q3 2023 in Review

Wealth Alliance sold out of Power Integrations (POWI) in Q3 2023, closing a stake of 2,613 shares — an estimated $247K sold.

Wealth Alliance first reported a position in POWI in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 337 funds tracked by Wall St. Rank hold POWI as of Q3 2023.

  • Wealth Alliance reported no remaining Power Integrations position as of Q3 2023 after selling out during the quarter.
  • Wealth Alliance sold 2,613 Power Integrations shares in Q3 2023, an estimated $247K.
  • Wealth Alliance first reported a position in Power Integrations in Q1 2023 and held it in 2 quarters.
  • Wealth Alliance's Power Integrations position peaked at $247K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Power Integrations as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.