DWA
POWL icon

Dorsey Wright & Associates’s Powell Industries POWL Stock Holding History

Dorsey Wright & Associates’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
2023
Q4 		– Sell
-1,797
Closed -$49.7K – 254
2023
Q3 		$49.7K Sell
1,797
-63
-3% -$1.56K 0.02% 145
2023
Q2 		$37.6K Buy
1,860
+189
+11% +$3.27K 0.01% 152
2023
Q1 		$23.7K Buy
+1,671
New +$23.1K 0.01% 193
2020
Q1 		– Sell
-924
Closed -$15K – 331
2019
Q4 		$15K Hold
924
– – 0.01% 159
2019
Q3 		$12K Buy
+924
New +$11.5K ﹤0.01% 195

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dorsey Wright & Associates's POWL Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Powell Industries (POWL) in Q4 2023, closing a stake of 1,797 shares — an estimated $49.7K sold.

Dorsey Wright & Associates first reported a position in POWL in Q3 2019 and held it in 5 quarters. The position peaked at $49.7K in Q3 2023. 182 funds tracked by Wall St. Rank hold POWL as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Powell Industries position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,797 Powell Industries shares in Q4 2023, an estimated $49.7K.
  • Dorsey Wright & Associates first reported a position in Powell Industries in Q3 2019 and held it in 5 quarters.
  • Dorsey Wright & Associates's Powell Industries position peaked at $49.7K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Powell Industries as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.