CFM
POWL icon

Catalyst Funds Management’s Powell Industries POWL Stock Holding History

Catalyst Funds 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
Q2 		– Sell
-300
Closed -$14.2K – 1502
2024
Q1 		$14.2K Buy
+300
New +$12.8K ﹤0.01% 829

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Catalyst Funds Management's POWL Position: Q2 2024 in Review

Catalyst Funds Management sold out of Powell Industries (POWL) in Q2 2024, closing a stake of 300 shares — an estimated $14.2K sold.

Catalyst Funds Management first reported a position in POWL in Q1 2024 and held it in 1 quarter. The position peaked at $14.2K in Q1 2024. 266 funds tracked by Wall St. Rank hold POWL as of Q2 2024.

  • Catalyst Funds Management reported no remaining Powell Industries position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 300 Powell Industries shares in Q2 2024, an estimated $14.2K.
  • Catalyst Funds Management first reported a position in Powell Industries in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Powell Industries position peaked at $14.2K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Powell Industries as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.