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Harvest Investment Services’s Powell Industries POWL Stock Holding History

Harvest Investment Services’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
Q3 		– Sell
-31,239
Closed -$1.49M – 241
2024
Q2 		$1.49M Buy
31,239
+12,867
+70% +$671K 0.59% 44
2024
Q1 		$871K Buy
+18,372
New +$786K 0.35% 74

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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

Harvest Investment Services's POWL Position: Q3 2024 in Review

Harvest Investment Services sold out of Powell Industries (POWL) in Q3 2024, closing a stake of 31,239 shares — an estimated $1.49M sold.

Harvest Investment Services first reported a position in POWL in Q1 2024 and held it in 2 quarters. The position peaked at $1.49M in Q2 2024. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Harvest Investment Services reported no remaining Powell Industries position as of Q3 2024 after selling out during the quarter.
  • Harvest Investment Services sold 31,239 Powell Industries shares in Q3 2024, an estimated $1.49M.
  • Harvest Investment Services first reported a position in Powell Industries in Q1 2024 and held it in 2 quarters.
  • Harvest Investment Services's Powell Industries position peaked at $1.49M in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Harvest Investment Services's 13F filing for Q3 2024, filed 14 Nov 2024.