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Raymond James & Associates’s Powell Industries POWL Stock Holding History

Raymond James & Associates’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 		$4.72M Buy
63,828
+10,155
+19% +$553K ﹤0.01% 1690
2024
Q2 		$2.57M Buy
53,673
+15,156
+39% +$791K ﹤0.01% 2008
2024
Q1 		$1.83M Buy
38,517
+1,689
+5% +$72.3K ﹤0.01% 2211
2023
Q4 		$1.09M Buy
+36,828
New +$1.03M ﹤0.01% 2467

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

Raymond James & Associates's POWL Position: Q3 2024 in Review

Raymond James & Associates increased its Powell Industries (POWL) stake by 19% in Q3 2024, buying an estimated $553K and bringing the position to 63,828 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Raymond James & Associates first reported a position in POWL in Q4 2023 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Raymond James & Associates held 63,828 shares of Powell Industries worth $4.72M as of Q3 2024.
  • Raymond James & Associates bought 10,155 Powell Industries shares in Q3 2024, an estimated $553K.
  • Powell Industries made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1690 holding.
  • Raymond James & Associates first reported a position in Powell Industries in Q4 2023 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.