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Advisory Research’s Quanta Services PWR Stock Holding History

Advisory Research’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
Q1 		– Sell
-3,081
Closed -$665K – 284
2023
Q4 		$665K Sell
3,081
-288
-9% -$53.2K 0.1% 203
2023
Q3 		$630K Hold
3,369
– – 0.09% 248
2023
Q2 		$662K Buy
3,369
+455
+16% +$79.4K 0.08% 258
2023
Q1 		$486K Sell
2,914
-1,749
-38% -$269K 0.08% 247
2022
Q4 		$664K Hold
4,663
– – 0.06% 212
2022
Q3 		$594K Buy
4,663
+437
+10% +$59.8K 0.06% 220
2022
Q2 		$530K Sell
4,226
-858
-17% -$105K 0.05% 224
2022
Q1 		$669K Sell
5,084
-1,052
-17% -$117K 0.05% 223
2021
Q4 		$704K Sell
6,136
-33
-0.5% -$3.81K 0.06% 227
2021
Q3 		$702K Buy
6,169
+1,812
+42% +$182K 0.05% 226
2021
Q2 		$395K Buy
4,357
+353
+9% +$33.1K 0.03% 287
2021
Q1 		$352K Sell
4,004
-43
-1% -$3.42K 0.02% 297
2020
Q4 		$291K Sell
4,047
-365
-8% -$24.1K 0.02% 294
2020
Q3 		$233K Buy
+4,412
New +$205K 0.02% 286
2014
Q2 		– Sell
-1,961
Closed -$72K – 602
2014
Q1 		$72K Buy
+1,961
New +$65.4K ﹤0.01% 429

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Advisory Research's PWR Position: Q1 2024 in Review

Advisory Research sold out of Quanta Services (PWR) in Q1 2024, closing a stake of 3,081 shares — an estimated $665K sold.

Advisory Research first reported a position in PWR in Q1 2014 and held it in 15 quarters. The position peaked at $704K in Q4 2021. 1,073 funds tracked by Wall St. Rank hold PWR as of Q1 2024.

  • Advisory Research reported no remaining Quanta Services position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 3,081 Quanta Services shares in Q1 2024, an estimated $665K.
  • Advisory Research first reported a position in Quanta Services in Q1 2014 and held it in 15 quarters.
  • Advisory Research's Quanta Services position peaked at $704K in Q4 2021.
  • 1,073 funds tracked by Wall St. Rank held Quanta Services as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.