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Bullock Wealth Management’s Powell Industries POWL Stock Holding History

Bullock Wealth 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
2025
Q1 		– Sell
-915
Closed -$67.6K – 613
2024
Q4 		$67.6K Buy
915
+810
+771% +$72.4K 0.04% 224
2024
Q3 		$8K Hold
105
– – ﹤0.01% 397
2024
Q2 		$5.02K Buy
+105
New +$5.48K ﹤0.01% 412

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bullock Wealth Management's POWL Position: Q1 2025 in Review

Bullock Wealth Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 915 shares — an estimated $67.6K sold.

Bullock Wealth Management first reported a position in POWL in Q2 2024 and held it in 3 quarters. The position peaked at $67.6K in Q4 2024. 341 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Bullock Wealth Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 915 Powell Industries shares in Q1 2025, an estimated $67.6K.
  • Bullock Wealth Management first reported a position in Powell Industries in Q2 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Powell Industries position peaked at $67.6K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.