Mutual Advisors’s Powell Industries POWL Stock Holding History

Mutual 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	-3,165	Closed	-$271K	–	1147
2024 Q4	$271K	Buy	+3,165	New	+$283K	0.01%	915

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mutual Advisors's POWL Position: Q1 2025 in Review

Mutual Advisors sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 3,165 shares — an estimated $271K sold.

Mutual Advisors first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

Mutual Advisors reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
Mutual Advisors sold 3,165 Powell Industries shares in Q1 2025, an estimated $271K.
Mutual Advisors first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
Mutual Advisors's Powell Industries position peaked at $271K in Q4 2024.
340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.