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Garrett Wealth Advisory Group’s Powell Industries POWL Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-96
Closed -$1.25K – 499
2019
Q3 		$1.25K Buy
+96
New +$1.2K ﹤0.01% 674

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Garrett Wealth Advisory Group's POWL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Powell Industries (POWL) in Q4 2019, closing a stake of 96 shares — an estimated $1.25K sold.

Garrett Wealth Advisory Group first reported a position in POWL in Q3 2019 and held it in 1 quarter. The position peaked at $1.25K in Q3 2019. 144 funds tracked by Wall St. Rank hold POWL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Powell Industries position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 96 Powell Industries shares in Q4 2019, an estimated $1.25K.
  • Garrett Wealth Advisory Group first reported a position in Powell Industries in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Powell Industries position peaked at $1.25K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held Powell Industries as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.