1858 Wealth Management’s Quanta Services PWR Stock Holding History

1858 Wealth Management’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,385	Closed	-$606K	–	131
2024 Q2	$606K	Buy	+2,385	New	+$632K	0.5%	59

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

1858 Wealth Management's PWR Position: Q3 2024 in Review

1858 Wealth Management sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 2,385 shares — an estimated $606K sold.

1858 Wealth Management first reported a position in PWR in Q2 2024 and held it in 1 quarter. The position peaked at $606K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

1858 Wealth Management reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
1858 Wealth Management sold 2,385 Quanta Services shares in Q3 2024, an estimated $606K.
1858 Wealth Management first reported a position in Quanta Services in Q2 2024 and held it in 1 quarter.
1858 Wealth Management's Quanta Services position peaked at $606K in Q2 2024.
1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on 1858 Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.