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Central Asset Investments & Management Holdings’s Powell Industries POWL Stock Holding History

Central Asset Investments & Management Holdings’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
-4,500
Closed -$332K – 67
2024
Q4 		$332K Buy
+4,500
New +$402K 0.2% 57

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Central Asset Investments & Management Holdings's POWL Position: Q1 2025 in Review

Central Asset Investments & Management Holdings sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 4,500 shares — an estimated $332K sold.

Central Asset Investments & Management Holdings first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $332K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Central Asset Investments & Management Holdings reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 4,500 Powell Industries shares in Q1 2025, an estimated $332K.
  • Central Asset Investments & Management Holdings first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
  • Central Asset Investments & Management Holdings's Powell Industries position peaked at $332K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2025, filed 13 May 2025.