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Exchange Traded Concepts’s Powell Industries POWL Stock Holding History

Exchange Traded Concepts’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
2021
Q3 		– Sell
-58,902
Closed -$608K – 1212
2021
Q2 		$608K Buy
58,902
+6,135
+12% +$70.6K 0.02% 451
2021
Q1 		$596K Buy
52,767
+21,285
+68% +$224K 0.02% 385
2020
Q4 		$309K Buy
+31,482
New +$280K 0.01% 555

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
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
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Exchange Traded Concepts's POWL Position: Q3 2021 in Review

Exchange Traded Concepts sold out of Powell Industries (POWL) in Q3 2021, closing a stake of 58,902 shares — an estimated $608K sold.

Exchange Traded Concepts first reported a position in POWL in Q4 2020 and held it in 3 quarters. The position peaked at $608K in Q2 2021. 106 funds tracked by Wall St. Rank hold POWL as of Q3 2021.

  • Exchange Traded Concepts reported no remaining Powell Industries position as of Q3 2021 after selling out during the quarter.
  • Exchange Traded Concepts sold 58,902 Powell Industries shares in Q3 2021, an estimated $608K.
  • Exchange Traded Concepts first reported a position in Powell Industries in Q4 2020 and held it in 3 quarters.
  • Exchange Traded Concepts's Powell Industries position peaked at $608K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Powell Industries as of Q3 2021.

Based on Exchange Traded Concepts's 13F filing for Q3 2021, filed 18 Oct 2021.