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JOYN Advisors’s Powell Industries POWL Stock Holding History

JOYN 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
2019
Q1 		– Sell
-21
Closed – – 1060
2018
Q4 		$0 Sell
21
-585
-97% -$5.8K ﹤0.01% 1850
2018
Q3 		$7K Sell
606
-57
-9% -$708 ﹤0.01% 1083
2018
Q2 		$8K Buy
663
+507
+325% +$5.58K ﹤0.01% 994
2018
Q1 		$1K Buy
+156
New +$1.52K ﹤0.01% 1214

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

JOYN Advisors's POWL Position: Q1 2019 in Review

JOYN Advisors sold out of Powell Industries (POWL) in Q1 2019, closing a stake of 21 shares.

JOYN Advisors first reported a position in POWL in Q1 2018 and held it in 4 quarters. The position peaked at $8K in Q2 2018. 101 funds tracked by Wall St. Rank hold POWL as of Q1 2019.

  • JOYN Advisors reported no remaining Powell Industries position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 21 Powell Industries shares in Q1 2019.
  • JOYN Advisors first reported a position in Powell Industries in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Powell Industries position peaked at $8K in Q2 2018.
  • 101 funds tracked by Wall St. Rank held Powell Industries as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.