ClariVest Asset Management’s Powell Industries POWL Stock Holding History

ClariVest Asset 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	-21,207	Closed	-$1.01M	–	915
2024 Q1	$1.01M	Buy	21,207 +36	+0.2%	+$1.54K	0.1%	268
2023 Q4	$624K	Buy	21,171 +450	+2%	+$12.5K	0.03%	339
2023 Q3	$573K	Buy	+20,721	New	+$514K	0.03%	332
2021 Q1	–	Sell	-58,200	Closed	-$572K	–	791
2020 Q4	$572K	Sell	58,200 -1,659	-3%	-$14.8K	0.02%	355
2020 Q3	$482K	Sell	59,859 -3,807	-6%	-$33.8K	0.02%	359
2020 Q2	$582K	Sell	63,666 -3,900	-6%	-$33.2K	0.02%	382
2020 Q1	$578K	Sell	67,566 -3,900	-5%	-$46.6K	0.02%	387
2019 Q4	$1.17M	Sell	71,466 -543	-0.8%	-$7.62K	0.03%	335
2019 Q3	$940K	Sell	72,009 -600	-0.8%	-$7.47K	0.02%	349
2019 Q2	$921K	Buy	+72,609	New	+$809K	0.02%	309

Other funds holding POWL

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

ClariVest Asset Management's POWL Position: Q2 2024 in Review

ClariVest Asset Management sold out of Powell Industries (POWL) in Q2 2024, closing a stake of 21,207 shares — an estimated $1.01M sold.

ClariVest Asset Management first reported a position in POWL in Q2 2019 and held it in 10 quarters. The position peaked at $1.17M in Q4 2019. 266 funds tracked by Wall St. Rank hold POWL as of Q2 2024.

ClariVest Asset Management reported no remaining Powell Industries position as of Q2 2024 after selling out during the quarter.
ClariVest Asset Management sold 21,207 Powell Industries shares in Q2 2024, an estimated $1.01M.
ClariVest Asset Management first reported a position in Powell Industries in Q2 2019 and held it in 10 quarters.
ClariVest Asset Management's Powell Industries position peaked at $1.17M in Q4 2019.
266 funds tracked by Wall St. Rank held Powell Industries as of Q2 2024.

Based on ClariVest Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.