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WR Wealth Planners’s Powell Industries POWL Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-6
Closed -$287 – 1193
2024
Q2 		$287 Hold
6
– – ﹤0.01% 1091
2024
Q1 		$285 Buy
+6
New +$257 ﹤0.01% 1118

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

WR Wealth Planners's POWL Position: Q3 2024 in Review

WR Wealth Planners sold out of Powell Industries (POWL) in Q3 2024, closing a stake of 6 shares — an estimated $287 sold.

WR Wealth Planners first reported a position in POWL in Q1 2024 and held it in 2 quarters. The position peaked at $287 in Q2 2024. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • WR Wealth Planners reported no remaining Powell Industries position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 6 Powell Industries shares in Q3 2024, an estimated $287.
  • WR Wealth Planners first reported a position in Powell Industries in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Powell Industries position peaked at $287 in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.