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Chartwell Investment Partners’s Powell Industries POWL Stock Holding History

Chartwell Investment Partners’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
Q3 		$1.71M Buy
23,133
+180
+0.8% +$9.8K 0.06% 304
2024
Q2 		$1.1M Sell
22,953
-3,759
-14% -$196K 0.04% 339
2024
Q1 		$1.27M Buy
+26,712
New +$1.14M 0.04% 341

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

Chartwell Investment Partners's POWL Position: Q3 2024 in Review

Chartwell Investment Partners increased its Powell Industries (POWL) stake by 0.78% in Q3 2024, buying an estimated $9.8K and bringing the position to 23,133 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #304.

Chartwell Investment Partners first reported a position in POWL in Q1 2024 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Chartwell Investment Partners held 23,133 shares of Powell Industries worth $1.71M as of Q3 2024.
  • Chartwell Investment Partners bought 180 Powell Industries shares in Q3 2024, an estimated $9.8K.
  • Powell Industries made up 0.06% of Chartwell Investment Partners's portfolio in Q3 2024, its #304 holding.
  • Chartwell Investment Partners first reported a position in Powell Industries in Q1 2024 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.