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Virtue Capital Management’s Powell Industries POWL Stock Holding History

Virtue Capital Management’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
-11,604
Closed -$857K – 480
2024
Q4 		$857K Buy
+11,604
New +$1.04M 0.17% 92

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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

Virtue Capital Management's POWL Position: Q1 2025 in Review

Virtue Capital Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 11,604 shares — an estimated $857K sold.

Virtue Capital Management first reported a position in POWL in Q4 2024 and held it in 1 quarter. The position peaked at $857K in Q4 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Virtue Capital Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Virtue Capital Management sold 11,604 Powell Industries shares in Q1 2025, an estimated $857K.
  • Virtue Capital Management first reported a position in Powell Industries in Q4 2024 and held it in 1 quarter.
  • Virtue Capital Management's Powell Industries position peaked at $857K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Virtue Capital Management's 13F filing for Q1 2025, filed 15 May 2025.