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AMG National Trust Bank’s Powell Industries POWL Stock Holding History

AMG National Trust Bank’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
2021
Q3 		– Sell
-72,309
Closed -$746K – 467
2021
Q2 		$746K Buy
72,309
+450
+0.6% +$5.18K 0.02% 313
2021
Q1 		$811K Buy
71,859
+31,497
+78% +$332K 0.03% 296
2020
Q4 		$397K Sell
40,362
-1,410
-3% -$12.6K 0.01% 371
2020
Q3 		$336K Sell
41,772
-339
-0.8% -$3.01K 0.01% 367
2020
Q2 		$384K Buy
+42,111
New +$358K 0.02% 343
2019
Q1 		– Sell
-74,154
Closed -$618K – 267
2018
Q4 		$618K Sell
74,154
-4,995
-6% -$49.5K 0.04% 175
2018
Q3 		$957K Buy
79,149
+1,137
+1% +$14.1K 0.06% 155
2018
Q2 		$906K Sell
78,012
-75
-0.1% -$826 0.06% 154
2018
Q1 		$699K Buy
78,087
+5,268
+7% +$51.4K 0.05% 164
2017
Q4 		$695K Sell
72,819
-3,924
-5% -$37.5K 0.05% 168
2017
Q3 		$767K Buy
76,743
+12,387
+19% +$126K 0.05% 158
2017
Q2 		$686K Buy
64,356
+17,199
+36% +$191K 0.05% 164
2017
Q1 		$541K Buy
47,157
+5,103
+12% +$60.7K 0.04% 180
2016
Q4 		$547K Sell
42,054
-576
-1% -$7.61K 0.05% 173
2016
Q3 		$569K Sell
42,630
-10,173
-19% -$130K 0.05% 163
2016
Q2 		$692K Sell
52,803
-1,746
-3% -$19.6K 0.06% 141
2016
Q1 		$542K Buy
54,549
+4,734
+10% +$41.8K 0.05% 174
2015
Q4 		$432K Hold
49,815
– – 0.04% 193
2015
Q3 		$500K Buy
49,815
+7,164
+17% +$70.9K 0.05% 179
2015
Q2 		$500K Buy
42,651
+9,336
+28% +$112K 0.05% 179
2015
Q1 		$375K Buy
33,315
+19,536
+142% +$239K 0.04% 202
2014
Q4 		$225K Sell
13,779
-1,161
-8% -$17.2K 0.02% 232
2014
Q3 		$203K Sell
14,940
-2,403
-14% -$44.8K 0.02% 227
2014
Q2 		$378K Sell
17,343
-279
-2% -$5.88K 0.04% 197
2014
Q1 		$381K Sell
17,622
-315
-2% -$6.79K 0.04% 199
2013
Q4 		$401K Buy
17,937
+393
+2% +$8.48K 0.04% 193
2013
Q3 		$358K Hold
17,544
– – 0.04% 186
2013
Q2 		$302K Buy
+17,544
New +$292K 0.04% 181

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

AMG National Trust Bank's POWL Position: Q3 2021 in Review

AMG National Trust Bank sold out of Powell Industries (POWL) in Q3 2021, closing a stake of 72,309 shares — an estimated $746K sold.

AMG National Trust Bank first reported a position in POWL in Q2 2013 and held it in 28 quarters. The position peaked at $957K in Q3 2018. 106 funds tracked by Wall St. Rank hold POWL as of Q3 2021.

  • AMG National Trust Bank reported no remaining Powell Industries position as of Q3 2021 after selling out during the quarter.
  • AMG National Trust Bank sold 72,309 Powell Industries shares in Q3 2021, an estimated $746K.
  • AMG National Trust Bank first reported a position in Powell Industries in Q2 2013 and held it in 28 quarters.
  • AMG National Trust Bank's Powell Industries position peaked at $957K in Q3 2018.
  • 106 funds tracked by Wall St. Rank held Powell Industries as of Q3 2021.

Based on AMG National Trust Bank's 13F filing for Q3 2021, filed 28 Oct 2021.