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Bray Capital Advisors’s Powell Industries POWL Stock Holding History

Bray 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
2019
Q4 		– Sell
-120
Closed -$2K – 303
2019
Q3 		$2K Sell
120
-141
-54% -$1.75K ﹤0.01% 332
2019
Q2 		$3K Sell
261
-351
-57% -$3.91K ﹤0.01% 335
2019
Q1 		$5K Hold
612
– – ﹤0.01% 297
2018
Q4 		$5K Buy
612
+174
+40% +$1.73K ﹤0.01% 293
2018
Q3 		$5K Buy
+438
New +$5.44K ﹤0.01% 307

Other funds holding POWL

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Bray Capital Advisors's POWL Position: Q4 2019 in Review

Bray Capital Advisors sold out of Powell Industries (POWL) in Q4 2019, closing a stake of 120 shares — an estimated $2K sold.

Bray Capital Advisors first reported a position in POWL in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 144 funds tracked by Wall St. Rank hold POWL as of Q4 2019.

  • Bray Capital Advisors reported no remaining Powell Industries position as of Q4 2019 after selling out during the quarter.
  • Bray Capital Advisors sold 120 Powell Industries shares in Q4 2019, an estimated $2K.
  • Bray Capital Advisors first reported a position in Powell Industries in Q3 2018 and held it in 5 quarters.
  • Bray Capital Advisors's Powell Industries position peaked at $5K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held Powell Industries as of Q4 2019.

Based on Bray Capital Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.