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Brookstone Capital Management’s Powell Industries POWL Stock Holding History

Brookstone Capital Management’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 		– Sell
-2,886
Closed -$214K – 1042
2024
Q3 		$214K Buy
+2,886
New +$157K ﹤0.01% 943

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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
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brookstone Capital Management's POWL Position: Q4 2024 in Review

Brookstone Capital Management sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 2,886 shares — an estimated $214K sold.

Brookstone Capital Management first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Brookstone Capital Management reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 2,886 Powell Industries shares in Q4 2024, an estimated $214K.
  • Brookstone Capital Management first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Brookstone Capital Management's Powell Industries position peaked at $214K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.