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Berman Capital Advisors’s Powell Industries POWL Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
+150
New +$1.35K ﹤0.01% 1937

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 $67.7B AUM 51.91% 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

Berman Capital Advisors's POWL Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Powell Industries (POWL) in Q3 2021: 150 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings.

106 funds tracked by Wall St. Rank hold POWL as of Q3 2021.

  • Berman Capital Advisors held 150 shares of Powell Industries worth $1K as of Q3 2021.
  • Powell Industries was a new Berman Capital Advisors position in Q3 2021.
  • Powell Industries made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1937 holding.
  • 106 funds tracked by Wall St. Rank held Powell Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.