PWMA
POWL icon

Pension & Wealth Management Advisors’s Powell Industries POWL Stock Holding History

Pension & Wealth Management 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
2024
Q4 		– Sell
-165
Closed -$12.2K – 494
2024
Q3 		$12.2K Buy
+165
New +$8.98K 0.01% 290

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pension & Wealth Management Advisors's POWL Position: Q4 2024 in Review

Pension & Wealth Management Advisors sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 165 shares — an estimated $12.2K sold.

Pension & Wealth Management Advisors first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $12.2K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Pension & Wealth Management Advisors reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 165 Powell Industries shares in Q4 2024, an estimated $12.2K.
  • Pension & Wealth Management Advisors first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Powell Industries position peaked at $12.2K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2024, filed 7 Aug 2026.