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 		$920K Sell
5,100
-1,500
-23% -$245K ﹤0.01% 2592
2025
Q4 		$701K Buy
6,600
+3,000
+83% +$337K ﹤0.01% 2970
2025
Q3 		$365K Sell
3,600
-7,200
-67% -$611K ﹤0.01% 4221
2025
Q2 		$757K Sell
10,800
-23,700
-69% -$1.43M ﹤0.01% 3079
2025
Q1 		$1.96M Buy
34,500
+5,400
+19% +$376K ﹤0.01% 2049
2024
Q4 		$2.15M Buy
29,100
+20,700
+246% +$1.85M ﹤0.01% 2129
2024
Q3 		$621K Buy
8,400
+2,100
+33% +$114K ﹤0.01% 3360
2024
Q2 		$301K Sell
6,300
-17,700
-74% -$923K ﹤0.01% 4219
2024
Q1 		$1.14M Buy
24,000
+15,000
+167% +$642K ﹤0.01% 2978
2023
Q4 		$265K Buy
+9,000
New +$251K ﹤0.01% 4367
2022
Q4 		– Sell
-900
Closed -$6K – 10147
2022
Q3 		$6K Sell
900
-300
-25% -$2.41K ﹤0.01% 8667
2022
Q2 		$9K Buy
1,200
+900
+300% +$7.04K ﹤0.01% 8384
2022
Q1 		$1K Buy
+300
New +$2.45K ﹤0.01% 10129
2018
Q2 		– Sell
-33
Closed -$3K – 7779
2018
Q1 		$3K Buy
+33
New +$322 ﹤0.01% 5030

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.