AJOVista’s Powell Industries POWL Stock Holding History

AJOVista’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	-981	Closed	-$28.9K	–	333
2023 Q4	$28.9K	Buy	+981	New	+$27.3K	0.04%	337

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJOVista's POWL Position: Q1 2024 in Review

AJOVista sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 981 shares — an estimated $28.9K sold.

AJOVista first reported a position in POWL in Q4 2023 and held it in 1 quarter. The position peaked at $28.9K in Q4 2023. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.

AJOVista reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
AJOVista sold 981 Powell Industries shares in Q1 2024, an estimated $28.9K.
AJOVista first reported a position in Powell Industries in Q4 2023 and held it in 1 quarter.
AJOVista's Powell Industries position peaked at $28.9K in Q4 2023.
236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.