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Raymond James Financial Services Advisors’s Powell Industries POWL Stock Holding History

Raymond James Financial Services 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
Q3 		$1.77M Sell
23,964
-8,760
-27% -$477K ﹤0.01% 1808
2024
Q2 		$1.56M Buy
32,724
+294
+0.9% +$15.3K ﹤0.01% 1816
2024
Q1 		$1.54M Buy
32,430
+19,395
+149% +$830K ﹤0.01% 1786
2023
Q4 		$384K Buy
+13,035
New +$363K ﹤0.01% 2576

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
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 $3.37T AUM 44.26% 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 Financial Services Advisors's POWL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Powell Industries (POWL) stake by 27% in Q3 2024, selling an estimated $477K and leaving 23,964 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Raymond James Financial Services Advisors first reported a position in POWL in Q4 2023 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Raymond James Financial Services Advisors held 23,964 shares of Powell Industries worth $1.77M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 8,760 Powell Industries shares in Q3 2024, an estimated $477K.
  • Powell Industries made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1808 holding.
  • Raymond James Financial Services Advisors first reported a position in Powell Industries in Q4 2023 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.