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Spirepoint Private Client’s Powell Industries POWL Stock Holding History

Spirepoint Private Client’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
2025
Q1 		– Sell
-67,215
Closed -$4.97M – 231
2024
Q4 		$4.97M Sell
67,215
-10,644
-14% -$951K 0.62% 45
2024
Q3 		$5.76M Buy
77,859
+1,875
+2% +$102K 0.76% 41
2024
Q2 		$3.63M Buy
75,984
+1,509
+2% +$78.7K 0.51% 46
2024
Q1 		$3.53M Buy
+74,475
New +$3.19M 0.54% 44

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spirepoint Private Client's POWL Position: Q1 2025 in Review

Spirepoint Private Client sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 67,215 shares — an estimated $4.97M sold.

Spirepoint Private Client first reported a position in POWL in Q1 2024 and held it in 4 quarters. The position peaked at $5.76M in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Spirepoint Private Client reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Spirepoint Private Client sold 67,215 Powell Industries shares in Q1 2025, an estimated $4.97M.
  • Spirepoint Private Client first reported a position in Powell Industries in Q1 2024 and held it in 4 quarters.
  • Spirepoint Private Client's Powell Industries position peaked at $5.76M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Spirepoint Private Client's 13F filing for Q1 2025, filed 23 Apr 2025.