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AWS
Atria Wealth Solutions’s
Quanta Services
PWR
Stock Holding History
Atria Wealth Solutions’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
2025
Q2
$4.06M
Buy
10,710
+2,338
+28%
+$751K
0.09%
251
2025
Q1
$2.13M
Sell
8,372
-3,556
-30%
-$1.03M
0.03%
610
2024
Q4
$3.77M
Sell
11,928
-3,297
-22%
-$1.06M
0.04%
431
2024
Q3
$4.54M
Sell
15,225
-2,314
-13%
-$612K
0.05%
375
2024
Q2
$4.46M
Sell
17,539
-132
-0.7%
-$35K
0.05%
365
2024
Q1
$4.59M
Buy
17,671
+887
+5%
+$196K
0.05%
360
2023
Q4
$3.62M
Sell
16,784
-196
-1%
-$36.2K
0.05%
400
2023
Q3
$3.18M
Sell
16,980
-484
-3%
-$97.1K
0.04%
419
2023
Q2
$3.43M
Sell
17,464
-3,042
-15%
-$531K
0.05%
390
2023
Q1
$3.42M
Buy
20,506
+4,179
+26%
+$643K
0.05%
370
2022
Q4
$2.33M
Buy
16,327
+1,837
+13%
+$261K
0.04%
457
2022
Q3
$1.85M
Buy
14,490
+477
+3%
+$65.2K
0.03%
512
2022
Q2
$1.76M
Buy
14,013
+5,582
+66%
+$685K
0.04%
492
2022
Q1
$1.11M
Buy
+8,431
New
+$937K
0.02%
691
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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$5.78B AUM
127.23%
1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
DZ Bank
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$110B AUM
36.92%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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