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TFO Wealth Partners’s Powell Industries POWL Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-9
Closed -$265 – 899
2023
Q4 		$265 Hold
9
– – ﹤0.01% 553
2023
Q3 		$182 Buy
+9
New +$223 ﹤0.01% 843
2023
Q1 		– Sell
-9
Closed -$271 – 901
2022
Q4 		$271 Buy
+9
New +$82 ﹤0.01% 577

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State Street
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Goldman Sachs
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's POWL Position: Q1 2024 in Review

TFO Wealth Partners sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 9 shares — an estimated $265 sold.

TFO Wealth Partners first reported a position in POWL in Q4 2022 and held it in 3 quarters. The position peaked at $271 in Q4 2022. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.

  • TFO Wealth Partners reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Powell Industries shares in Q1 2024, an estimated $265.
  • TFO Wealth Partners first reported a position in Powell Industries in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Powell Industries position peaked at $271 in Q4 2022.
  • 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.