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New Wave Wealth Advisors’s Powell Industries POWL Stock Holding History

New Wave Wealth 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
-21
Closed -$1.55K – 539
2024
Q4 		$1.55K Buy
+21
New +$1.88K ﹤0.01% 583

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

New Wave Wealth Advisors's POWL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 21 shares — an estimated $1.55K sold.

New Wave Wealth Advisors first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 21 Powell Industries shares in Q1 2025, an estimated $1.55K.
  • New Wave Wealth Advisors first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Powell Industries position peaked at $1.55K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.