Sutton Wealth Advisors’s Powell Industries POWL Stock Holding History

Sutton Wealth Advisors’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	-510	Closed	-$5.01K	–	1694
2021 Q4	$5.01K	Hold	510	–	–	﹤0.01%	1068
2021 Q3	$4.18K	Hold	510	–	–	﹤0.01%	1085
2021 Q2	$5.26K	Hold	510	–	–	﹤0.01%	1037
2021 Q1	$5.76K	Hold	510	–	–	﹤0.01%	993
2020 Q4	$5.01K	Hold	510	–	–	﹤0.01%	978
2020 Q3	$4.1K	Hold	510	–	–	﹤0.01%	977
2020 Q2	$4.66K	Hold	510	–	–	﹤0.01%	921
2020 Q1	$4.36K	Sell	510 -75	-13%	-$897	﹤0.01%	858
2019 Q4	$9.55K	Hold	585	–	–	﹤0.01%	832
2019 Q3	$7.63K	Hold	585	–	–	﹤0.01%	862
2019 Q2	$7.41K	Hold	585	–	–	﹤0.01%	842
2019 Q1	$5.18K	Hold	585	–	–	﹤0.01%	928
2018 Q4	$4.88K	Hold	585	–	–	﹤0.01%	891
2018 Q3	$7.07K	Hold	585	–	–	﹤0.01%	847
2018 Q2	$6.79K	Hold	585	–	–	﹤0.01%	888
2018 Q1	$5.23K	Hold	585	–	–	﹤0.01%	914
2017 Q4	$5.59K	Hold	585	–	–	﹤0.01%	878
2017 Q3	$5.85K	Hold	585	–	–	﹤0.01%	855
2017 Q2	$6.24K	Buy	585 +138	+31%	+$1.53K	﹤0.01%	837
2017 Q1	$5.13K	Hold	447	–	–	﹤0.01%	845
2016 Q4	$5.81K	Hold	447	–	–	0.01%	818
2016 Q3	$5.97K	Hold	447	–	–	0.01%	785
2016 Q2	$5.86K	Hold	447	–	–	0.01%	751
2016 Q1	$4.44K	Buy	+447	New	+$3.95K	﹤0.01%	772

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

Sutton Wealth Advisors's POWL Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Powell Industries (POWL) in Q1 2022, closing a stake of 510 shares — an estimated $5.01K sold.

Sutton Wealth Advisors first reported a position in POWL in Q1 2016 and held it in 24 quarters. The position peaked at $9.55K in Q4 2019. 93 funds tracked by Wall St. Rank hold POWL as of Q1 2022.

Sutton Wealth Advisors reported no remaining Powell Industries position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 510 Powell Industries shares in Q1 2022, an estimated $5.01K.
Sutton Wealth Advisors first reported a position in Powell Industries in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Powell Industries position peaked at $9.55K in Q4 2019.
93 funds tracked by Wall St. Rank held Powell Industries as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.