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CWA Asset Management Group’s Powell Industries POWL Stock Holding History

CWA Asset Management Group’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
Q4 		– Sell
-13,278
Closed -$983K – 606
2024
Q3 		$983K Buy
+13,278
New +$723K 0.05% 254
2024
Q1 		$291K Buy
+6,144
New +$263K 0.02% 430

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
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
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

CWA Asset Management Group's POWL Position: Q4 2024 in Review

CWA Asset Management Group sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 13,278 shares — an estimated $983K sold.

CWA Asset Management Group first reported a position in POWL in Q1 2024 and held it in 2 quarters. The position peaked at $983K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • CWA Asset Management Group reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • CWA Asset Management Group sold 13,278 Powell Industries shares in Q4 2024, an estimated $983K.
  • CWA Asset Management Group first reported a position in Powell Industries in Q1 2024 and held it in 2 quarters.
  • CWA Asset Management Group's Powell Industries position peaked at $983K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on CWA Asset Management Group's 13F filing for Q4 2024, filed 6 Jan 2025.