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Precision Wealth Strategies’s Powell Industries POWL Stock Holding History

Precision Wealth Strategies’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
-4,203
Closed -$311K – 116
2024
Q4 		$311K Sell
4,203
-3,813
-48% -$341K 0.24% 95
2024
Q3 		$593K Sell
8,016
-159
-2% -$8.65K 0.55% 31
2024
Q2 		$391K Sell
8,175
-45
-0.5% -$2.35K 0.4% 59
2024
Q1 		$390K Sell
8,220
-1,545
-16% -$66.1K 0.37% 63
2023
Q4 		$288K Buy
9,765
+426
+5% +$11.9K 0.28% 68
2023
Q3 		$258K Buy
+9,339
New +$232K 0.28% 70

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

Precision Wealth Strategies's POWL Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 4,203 shares — an estimated $311K sold.

Precision Wealth Strategies first reported a position in POWL in Q3 2023 and held it in 6 quarters. The position peaked at $593K in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,203 Powell Industries shares in Q1 2025, an estimated $311K.
  • Precision Wealth Strategies first reported a position in Powell Industries in Q3 2023 and held it in 6 quarters.
  • Precision Wealth Strategies's Powell Industries position peaked at $593K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.