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Ellsworth Advisors’s Powell Industries POWL Stock Holding History

Ellsworth Advisors’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
Q1 		– Sell
-19,911
Closed -$587K – 197
2023
Q4 		$587K Buy
19,911
+48
+0.2% +$1.34K 0.19% 98
2023
Q3 		$497K Buy
+19,863
New +$493K 0.18% 102

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Vanguard Group
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Pacer Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellsworth Advisors's POWL Position: Q1 2024 in Review

Ellsworth Advisors sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 19,911 shares — an estimated $587K sold.

Ellsworth Advisors first reported a position in POWL in Q3 2023 and held it in 2 quarters. The position peaked at $587K in Q4 2023. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.

  • Ellsworth Advisors reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
  • Ellsworth Advisors sold 19,911 Powell Industries shares in Q1 2024, an estimated $587K.
  • Ellsworth Advisors first reported a position in Powell Industries in Q3 2023 and held it in 2 quarters.
  • Ellsworth Advisors's Powell Industries position peaked at $587K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.

Based on Ellsworth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.