Transce3nd’s Powell Industries POWL Stock Holding History

Transce3nd’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	-1,059	Closed	-$78.2K	–	1484
2024 Q4	$78.2K	Buy	+1,059	New	+$94.7K	0.03%	292

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Transce3nd's POWL Position: Q1 2025 in Review

Transce3nd sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 1,059 shares — an estimated $78.2K sold.

Transce3nd first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $78.2K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

Transce3nd reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 1,059 Powell Industries shares in Q1 2025, an estimated $78.2K.
Transce3nd first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
Transce3nd's Powell Industries position peaked at $78.2K in Q4 2024.
340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.