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Capital Performance Advisors’s Powell Industries POWL Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-225
Closed -$16.6K – 2016
2024
Q3 		$16.6K Buy
+225
New +$12.2K 0.01% 662

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's POWL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 225 shares — an estimated $16.6K sold.

Capital Performance Advisors first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $16.6K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 225 Powell Industries shares in Q4 2024, an estimated $16.6K.
  • Capital Performance Advisors first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Powell Industries position peaked at $16.6K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.