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West Oak Capital’s Power Integrations POWI Stock Holding History

West Oak Capital’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
2022
Q4 		– Sell
-350
Closed -$23K – 319
2022
Q3 		$23K Hold
350
– – 0.01% 194
2022
Q2 		$26K Hold
350
– – 0.01% 193
2022
Q1 		$32K Buy
350
+125
+56% +$10.9K 0.01% 196
2021
Q4 		$21K Sell
225
-125
-36% -$12.3K 0.01% 228
2021
Q3 		$35K Buy
+350
New +$33.9K 0.01% 206

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

West Oak Capital's POWI Position: Q4 2022 in Review

West Oak Capital sold out of Power Integrations (POWI) in Q4 2022, closing a stake of 350 shares — an estimated $23K sold.

West Oak Capital first reported a position in POWI in Q3 2021 and held it in 5 quarters. The position peaked at $35K in Q3 2021. 325 funds tracked by Wall St. Rank hold POWI as of Q4 2022.

  • West Oak Capital reported no remaining Power Integrations position as of Q4 2022 after selling out during the quarter.
  • West Oak Capital sold 350 Power Integrations shares in Q4 2022, an estimated $23K.
  • West Oak Capital first reported a position in Power Integrations in Q3 2021 and held it in 5 quarters.
  • West Oak Capital's Power Integrations position peaked at $35K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Power Integrations as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.