Sageworth Trust’s Powell Industries POWL Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-27	Closed	–	–	669
2021 Q4	$0	Sell	27 -93	-78%	-$835	﹤0.01%	836
2021 Q3	$1K	Hold	120	–	–	﹤0.01%	834
2021 Q2	$1K	Buy	+120	New	+$1.38K	﹤0.01%	877

Other funds holding POWL

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sageworth Trust's POWL Position: Q1 2022 in Review

Sageworth Trust sold out of Powell Industries (POWL) in Q1 2022, closing a stake of 27 shares.

Sageworth Trust first reported a position in POWL in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 93 funds tracked by Wall St. Rank hold POWL as of Q1 2022.

Sageworth Trust reported no remaining Powell Industries position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 27 Powell Industries shares in Q1 2022.
Sageworth Trust first reported a position in Powell Industries in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Powell Industries position peaked at $1K in Q3 2021.
93 funds tracked by Wall St. Rank held Powell Industries as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.