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Ameritas Advisory Services’s Powell Industries POWL Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-5,712
Closed -$423K – 912
2024
Q3 		$423K Buy
+5,712
New +$311K 0.02% 588

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Morgan Stanley
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Dimensional Fund Advisors
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State Street
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American Century Companies
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Mirae Asset Global ETFs Holdings
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's POWL Position: Q4 2024 in Review

Ameritas Advisory Services sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 5,712 shares — an estimated $423K sold.

Ameritas Advisory Services first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $423K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Ameritas Advisory Services reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,712 Powell Industries shares in Q4 2024, an estimated $423K.
  • Ameritas Advisory Services first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Ameritas Advisory Services's Powell Industries position peaked at $423K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Ameritas Advisory Services's 13F filing for Q4 2024, filed 15 Jan 2025.