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B. Riley Wealth Advisors’s Powell Industries POWL Stock Holding History

B. Riley Wealth Advisors’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 		$616K Sell
8,331
-10,005
-55% -$894K 0.02% 616
2024
Q3 		$1.36M Buy
+18,336
New +$998K 0.04% 415
2015
Q1 		– Sell
-9
Closed – – 1616
2014
Q4 		$0 Buy
+9
New +$134 ﹤0.01% 3730

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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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's POWL Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Powell Industries (POWL) stake by 55% in Q4 2024, selling an estimated $894K and leaving 8,331 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #616.

B. Riley Wealth Advisors first reported a position in POWL in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.36M in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • B. Riley Wealth Advisors held 8,331 shares of Powell Industries worth $616K as of Q4 2024.
  • B. Riley Wealth Advisors sold 10,005 Powell Industries shares in Q4 2024, an estimated $894K.
  • Powell Industries made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #616 holding.
  • B. Riley Wealth Advisors first reported a position in Powell Industries in Q4 2014 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's Powell Industries position peaked at $1.36M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.