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EntryPoint Capital’s Powell Industries POWL Stock Holding History

EntryPoint Capital’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
-8,880
Closed -$657K – 916
2024
Q3 		$657K Buy
8,880
+3,528
+66% +$192K 0.37% 14
2024
Q2 		$256K Sell
5,352
-1,653
-24% -$86.2K 0.12% 269
2024
Q1 		$332K Sell
7,005
-594
-8% -$25.4K 0.3% 16
2023
Q4 		$224K Buy
+7,599
New +$212K 0.21% 70

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EntryPoint Capital's POWL Position: Q4 2024 in Review

EntryPoint Capital sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 8,880 shares — an estimated $657K sold.

EntryPoint Capital first reported a position in POWL in Q4 2023 and held it in 4 quarters. The position peaked at $657K in Q3 2024. 352 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • EntryPoint Capital reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • EntryPoint Capital sold 8,880 Powell Industries shares in Q4 2024, an estimated $657K.
  • EntryPoint Capital first reported a position in Powell Industries in Q4 2023 and held it in 4 quarters.
  • EntryPoint Capital's Powell Industries position peaked at $657K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on EntryPoint Capital's 13F filing for Q4 2024, filed 11 Feb 2025.