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
2026
Q1 		$6.49M Sell
36,000
-1,800
-5% -$294K ﹤0.01% 936
2025
Q4 		$4.02M Sell
37,800
-7,800
-17% -$876K ﹤0.01% 1452
2025
Q3 		$4.63M Sell
45,600
-15,000
-25% -$1.27M ﹤0.01% 1529
2025
Q2 		$4.25M Sell
60,600
-15,000
-20% -$905K ﹤0.01% 1490
2025
Q1 		$4.29M Buy
75,600
+41,700
+123% +$2.91M ﹤0.01% 1408
2024
Q4 		$2.5M Sell
33,900
-2,700
-7% -$241K ﹤0.01% 2000
2024
Q3 		$2.71M Buy
36,600
+19,800
+118% +$1.08M ﹤0.01% 2009
2024
Q2 		$803K Sell
16,800
-10,800
-39% -$563K ﹤0.01% 3146
2024
Q1 		$1.31M Buy
27,600
+21,900
+384% +$937K ﹤0.01% 2834
2023
Q4 		$167K Buy
5,700
+3,900
+217% +$109K ﹤0.01% 4843
2023
Q3 		$49K Buy
1,800
+1,500
+500% +$37.2K ﹤0.01% 5826
2023
Q2 		$6K Sell
300
-900
-75% -$15.6K ﹤0.01% 7816
2023
Q1 		$17K Hold
1,200
– – ﹤0.01% 7080
2022
Q4 		$14K Hold
1,200
– – ﹤0.01% 7231
2022
Q3 		$8K Sell
1,200
-21,300
-95% -$171K ﹤0.01% 8428
2022
Q2 		$175K Buy
+22,500
New +$176K ﹤0.01% 4777

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 $295B AUM 31.6% 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.