Next Financial Group’s Powell Industries POWL Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-1,500	Closed	-$13K	–	1561
2020 Q1	$13K	Buy	+1,500	New	+$17.9K	﹤0.01%	1443

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Next Financial Group's POWL Position: Q2 2020 in Review

Next Financial Group sold out of Powell Industries (POWL) in Q2 2020, closing a stake of 1,500 shares — an estimated $13K sold.

Next Financial Group first reported a position in POWL in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 123 funds tracked by Wall St. Rank hold POWL as of Q2 2020.

Next Financial Group reported no remaining Powell Industries position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 1,500 Powell Industries shares in Q2 2020, an estimated $13K.
Next Financial Group first reported a position in Powell Industries in Q1 2020 and held it in 1 quarter.
Next Financial Group's Powell Industries position peaked at $13K in Q1 2020.
123 funds tracked by Wall St. Rank held Powell Industries as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.