Koshinski Asset Management
POWL icon

Koshinski Asset Management’s Powell Industries POWL Stock Holding History

Koshinski 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
2023
Q4 		– Sell
-19,746
Closed -$546K – 605
2023
Q3 		$546K Buy
+19,746
New +$490K 0.06% 301
2022
Q2 		– Sell
-18
Closed -$556 – 1602
2022
Q1 		$556 Sell
18
-42
-70% -$343 ﹤0.01% 2104
2021
Q4 		$1.86K Hold
60
– – ﹤0.01% 2008
2021
Q3 		$1.98K Buy
+60
New +$539 ﹤0.01% 2022

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management's POWL Position: Q4 2023 in Review

Koshinski Asset Management sold out of Powell Industries (POWL) in Q4 2023, closing a stake of 19,746 shares — an estimated $546K sold.

Koshinski Asset Management first reported a position in POWL in Q3 2021 and held it in 4 quarters. The position peaked at $546K in Q3 2023. 182 funds tracked by Wall St. Rank hold POWL as of Q4 2023.

  • Koshinski Asset Management reported no remaining Powell Industries position as of Q4 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 19,746 Powell Industries shares in Q4 2023, an estimated $546K.
  • Koshinski Asset Management first reported a position in Powell Industries in Q3 2021 and held it in 4 quarters.
  • Koshinski Asset Management's Powell Industries position peaked at $546K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Powell Industries as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.