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Bragg Financial Advisors’s Powell Industries POWL Stock Holding History

Bragg Financial 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
2022
Q1 		– Sell
-50,769
Closed -$416K – 320
2021
Q4 		$416K Hold
50,769
– – 0.03% 240
2021
Q3 		$416K Sell
50,769
-15,588
-23% -$140K 0.03% 240
2021
Q2 		$685K Sell
66,357
-15,618
-19% -$180K 0.04% 199
2021
Q1 		$925K Sell
81,975
-6,795
-8% -$71.6K 0.06% 183
2020
Q4 		$873K Buy
88,770
+735
+0.8% +$6.54K 0.08% 168
2020
Q3 		$708K Buy
88,035
+16,182
+23% +$144K 0.07% 171
2020
Q2 		$656K Buy
71,853
+26,301
+58% +$224K 0.07% 171
2020
Q1 		$390K Buy
+45,552
New +$545K 0.05% 194

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bragg Financial Advisors's POWL Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Powell Industries (POWL) in Q1 2022, closing a stake of 50,769 shares — an estimated $416K sold.

Bragg Financial Advisors first reported a position in POWL in Q1 2020 and held it in 8 quarters. The position peaked at $925K in Q1 2021. 93 funds tracked by Wall St. Rank hold POWL as of Q1 2022.

  • Bragg Financial Advisors reported no remaining Powell Industries position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 50,769 Powell Industries shares in Q1 2022, an estimated $416K.
  • Bragg Financial Advisors first reported a position in Powell Industries in Q1 2020 and held it in 8 quarters.
  • Bragg Financial Advisors's Powell Industries position peaked at $925K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Powell Industries as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.