Institutional & Family Asset Management’s Powell Industries POWL Stock Holding History

Institutional & Family Asset 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
2024 Q2	$574	Buy	+12	New	+$626	﹤0.01%	694

Other funds holding POWL

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Institutional & Family Asset Management's POWL Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Powell Industries (POWL) in Q2 2024: 12 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings.

266 funds tracked by Wall St. Rank hold POWL as of Q2 2024.

Institutional & Family Asset Management held 12 shares of Powell Industries worth $574 as of Q2 2024.
Powell Industries was a new Institutional & Family Asset Management position in Q2 2024.
Powell Industries made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #694 holding.
266 funds tracked by Wall St. Rank held Powell Industries as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.