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Advisory Research’s Powell Industries POWL Stock Holding History

Advisory Research’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-105,828
Closed -$3.12M – 280
2023
Q4 		$3.12M Buy
105,828
+18,975
+22% +$529K 0.48% 50
2023
Q3 		$2.4M Buy
86,853
+19,695
+29% +$488K 0.33% 77
2023
Q2 		$1.36M Buy
67,158
+34,962
+109% +$606K 0.17% 162
2023
Q1 		$457K Buy
+32,196
New +$446K 0.08% 250
2015
Q2 		– Sell
-68,400
Closed -$770K – 329
2015
Q1 		$770K Hold
68,400
– – 0.01% 264
2014
Q4 		$1.12M Buy
68,400
+19,500
+40% +$289K 0.01% 245
2014
Q3 		$666K Sell
48,900
-5,370
-10% -$100K 0.01% 284
2014
Q2 		$1.18M Sell
54,270
-2,850
-5% -$60K 0.01% 241
2014
Q1 		$1.23M Buy
+57,120
New +$1.23M 0.01% 217

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's POWL Position: Q1 2024 in Review

Advisory Research sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 105,828 shares — an estimated $3.12M sold.

Advisory Research first reported a position in POWL in Q1 2014 and held it in 9 quarters. The position peaked at $3.12M in Q4 2023. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.

  • Advisory Research reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 105,828 Powell Industries shares in Q1 2024, an estimated $3.12M.
  • Advisory Research first reported a position in Powell Industries in Q1 2014 and held it in 9 quarters.
  • Advisory Research's Powell Industries position peaked at $3.12M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.