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Ellevest Inc’s Powell Industries POWL Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-15
Closed – – 1800
2022
Q2 		$0 Sell
15
-744
-98% -$5.82K ﹤0.01% 1621
2022
Q1 		$5K Sell
759
-600
-44% -$4.91K ﹤0.01% 1047
2021
Q4 		$13K Buy
1,359
+1,314
+2,920% +$11.8K ﹤0.01% 802
2021
Q3 		$0 Buy
+45
New +$405 ﹤0.01% 1533

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ellevest Inc's POWL Position: Q3 2022 in Review

Ellevest Inc sold out of Powell Industries (POWL) in Q3 2022, closing a stake of 15 shares.

Ellevest Inc first reported a position in POWL in Q3 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 84 funds tracked by Wall St. Rank hold POWL as of Q3 2022.

  • Ellevest Inc reported no remaining Powell Industries position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 15 Powell Industries shares in Q3 2022.
  • Ellevest Inc first reported a position in Powell Industries in Q3 2021 and held it in 4 quarters.
  • Ellevest Inc's Powell Industries position peaked at $13K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Powell Industries as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.