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Harvest Group Wealth Management’s Powell Industries POWL Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-54
Closed -$1K – 526
2020
Q4 		$1K Hold
54
– – ﹤0.01% 531
2020
Q3 		$0 Hold
54
– – ﹤0.01% 774
2020
Q2 		$0 Hold
54
– – ﹤0.01% 770
2020
Q1 		$0 Buy
+54
New +$646 ﹤0.01% 886

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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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Harvest Group Wealth Management's POWL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Powell Industries (POWL) in Q1 2021, closing a stake of 54 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in POWL in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 112 funds tracked by Wall St. Rank hold POWL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Powell Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 54 Powell Industries shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Powell Industries in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Powell Industries position peaked at $1K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Powell Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.