Counterpoint Mutual Funds’s Powell Industries POWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,120
Closed -$124K 427
2023
Q2
$124K Buy
+6,120
New +$106K 0.11% 145

Other funds holding POWL

Counterpoint Mutual Funds's POWL Position: Q3 2023 in Review

Counterpoint Mutual Funds sold out of Powell Industries (POWL) in Q3 2023, closing a stake of 6,120 shares — an estimated $124K sold.

Counterpoint Mutual Funds first reported a position in POWL in Q2 2023 and held it in 1 quarter. The position peaked at $124K in Q2 2023. 165 funds tracked by Wall St. Rank hold POWL as of Q3 2023.

  • Counterpoint Mutual Funds reported no remaining Powell Industries position as of Q3 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,120 Powell Industries shares in Q3 2023, an estimated $124K.
  • Counterpoint Mutual Funds first reported a position in Powell Industries in Q2 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Powell Industries position peaked at $124K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Powell Industries as of Q3 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2023, filed 18 Oct 2023.