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IndexIQ Advisors’s Powell Industries POWL Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-37,404
Closed -$368K – 1459
2021
Q4 		$368K Sell
37,404
-2,418
-6% -$21.7K 0.01% 845
2021
Q3 		$326K Buy
39,822
+3,987
+11% +$35.8K 0.01% 959
2021
Q2 		$370K Sell
35,835
-597
-2% -$6.87K 0.01% 852
2021
Q1 		$411K Buy
36,432
+11,955
+49% +$126K 0.01% 509
2020
Q4 		$241K Buy
24,477
+2,526
+12% +$22.5K 0.01% 828
2020
Q3 		$177K Buy
21,951
+1,185
+6% +$10.5K 0.01% 747
2020
Q2 		$190K Sell
20,766
-99
-0.5% -$842 0.01% 639
2020
Q1 		$179K Buy
+20,865
New +$250K 0.01% 672

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

IndexIQ Advisors's POWL Position: Q1 2022 in Review

IndexIQ Advisors sold out of Powell Industries (POWL) in Q1 2022, closing a stake of 37,404 shares — an estimated $368K sold.

IndexIQ Advisors first reported a position in POWL in Q1 2020 and held it in 8 quarters. The position peaked at $411K in Q1 2021. 93 funds tracked by Wall St. Rank hold POWL as of Q1 2022.

  • IndexIQ Advisors reported no remaining Powell Industries position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 37,404 Powell Industries shares in Q1 2022, an estimated $368K.
  • IndexIQ Advisors first reported a position in Powell Industries in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's Powell Industries position peaked at $411K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Powell Industries as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.