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LGT Financial Advisors’s Powell Industries POWL Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-87
Closed -$6.43K – 615
2024
Q4 		$6.43K Hold
87
– – 0.01% 512
2024
Q3 		$6.44K Hold
87
– – 0.02% 488
2024
Q2 		$4.16K Hold
87
– – 0.01% 626
2024
Q1 		$4.13K Hold
87
– – ﹤0.01% 649
2023
Q4 		$2.56K Buy
+87
New +$2.42K ﹤0.01% 771

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LGT Financial Advisors's POWL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 87 shares — an estimated $6.43K sold.

LGT Financial Advisors first reported a position in POWL in Q4 2023 and held it in 5 quarters. The position peaked at $6.44K in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 87 Powell Industries shares in Q1 2025, an estimated $6.43K.
  • LGT Financial Advisors first reported a position in Powell Industries in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Powell Industries position peaked at $6.44K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.