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Paloma Partners’s Powell Industries POWL Stock Holding History

Paloma Partners’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
2024
Q3 		– Sell
-10,983
Closed -$525K – 1577
2024
Q2 		$525K Buy
+10,983
New +$573K 0.01% 727
2020
Q1 		– Sell
-27,444
Closed -$448K – 1892
2019
Q4 		$448K Buy
+27,444
New +$385K 0.01% 1475
2016
Q2 		– Sell
-23,097
Closed -$228K – 2297
2016
Q1 		$228K Buy
+23,097
New +$204K ﹤0.01% 1644

Other funds holding POWL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Paloma Partners's POWL Position: Q3 2024 in Review

Paloma Partners sold out of Powell Industries (POWL) in Q3 2024, closing a stake of 10,983 shares — an estimated $525K sold.

Paloma Partners first reported a position in POWL in Q1 2016 and held it in 3 quarters. The position peaked at $525K in Q2 2024. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Paloma Partners reported no remaining Powell Industries position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 10,983 Powell Industries shares in Q3 2024, an estimated $525K.
  • Paloma Partners first reported a position in Powell Industries in Q1 2016 and held it in 3 quarters.
  • Paloma Partners's Powell Industries position peaked at $525K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.