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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Powell Industries POWL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2024
Q4 		– Sell
-165
Closed -$12.2K – 494
2024
Q3 		$12.2K Buy
+165
New +$8.98K 0.01% 290

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s POWL Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 165 shares — an estimated $12.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $12.2K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 165 Powell Industries shares in Q4 2024, an estimated $12.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Powell Industries position peaked at $12.2K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.