Wealthspire Advisors (Maryland)’s Power Integrations POWI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-454	Closed	-$16K	–	1611
2019 Q1	$16K	Sell	454 -10	-2%	-$340	﹤0.01%	1365
2018 Q4	$14K	Buy	464 +152	+49%	+$4.49K	﹤0.01%	1349
2018 Q3	$10K	Hold	312	–	–	﹤0.01%	1524
2018 Q2	$11K	Hold	312	–	–	﹤0.01%	1508
2018 Q1	$11K	Sell	312 -448	-59%	-$16K	﹤0.01%	1534
2017 Q4	$28K	Buy	760 +128	+20%	+$4.88K	﹤0.01%	1224
2017 Q3	$23K	Buy	632 +260	+70%	+$9.49K	﹤0.01%	1255
2017 Q2	$14K	Buy	+372	New	+$12.3K	﹤0.01%	1400

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

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

Wealthspire Advisors (Maryland)'s POWI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Power Integrations (POWI) in Q2 2019, closing a stake of 454 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in POWI in Q2 2017 and held it in 8 quarters. The position peaked at $28K in Q4 2017. 213 funds tracked by Wall St. Rank hold POWI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Power Integrations position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 454 Power Integrations shares in Q2 2019, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in Power Integrations in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Power Integrations position peaked at $28K in Q4 2017.
213 funds tracked by Wall St. Rank held Power Integrations as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.