Simplex Trading
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Simplex Trading’s Powell Industries POWL Stock Holding History

Simplex Trading’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
Q2 		– Sell
-13,743
Closed -$717K – 9585
2024
Q1 		$651K Sell
13,743
-363
-3% -$15.5K ﹤0.01% 3582
2023
Q4 		$415K Buy
14,106
+6,543
+87% +$182K ﹤0.01% 3895
2023
Q3 		$208K Buy
7,563
+7,350
+3,451% +$182K ﹤0.01% 4310
2023
Q2 		$4K Sell
213
-8,754
-98% -$152K ﹤0.01% 8079
2023
Q1 		$127K Sell
8,967
-1,938
-18% -$26.8K ﹤0.01% 4892
2022
Q4 		$127K Buy
+10,905
New +$99.8K ﹤0.01% 4786
2022
Q2 		– Sell
-93
Closed -$727 – 10842
2022
Q1 		$0 Buy
+93
New +$760 ﹤0.01% 11176
2018
Q2 		– Sell
-1,605
Closed -$14K – 7778
2018
Q1 		$14K Buy
+1,605
New +$15.7K ﹤0.01% 3710

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplex Trading's POWL Position: Q2 2024 in Review

Simplex Trading sold out of Powell Industries (POWL) in Q2 2024, closing a stake of 13,743 shares — an estimated $717K sold.

Simplex Trading first reported a position in POWL in Q1 2018 and held it in 8 quarters. The position peaked at $651K in Q1 2024. 266 funds tracked by Wall St. Rank hold POWL as of Q2 2024.

  • Simplex Trading reported no remaining Powell Industries position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 13,743 Powell Industries shares in Q2 2024, an estimated $717K.
  • Simplex Trading first reported a position in Powell Industries in Q1 2018 and held it in 8 quarters.
  • Simplex Trading's Powell Industries position peaked at $651K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Powell Industries as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.