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Prevail Innovative Wealth Advisors’s Powell Industries POWL Stock Holding History

Prevail Innovative 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
2024
Q4 		– Sell
-19,269
Closed -$1.43M – 191
2024
Q3 		$1.43M Buy
+19,269
New +$1.05M 0.43% 81

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
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
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

Prevail Innovative Wealth Advisors's POWL Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 19,269 shares — an estimated $1.43M sold.

Prevail Innovative Wealth Advisors first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $1.43M in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 19,269 Powell Industries shares in Q4 2024, an estimated $1.43M.
  • Prevail Innovative Wealth Advisors first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Powell Industries position peaked at $1.43M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.