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Avitas Wealth Management’s Quanta Services PWR Stock Holding History

Avitas 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
Q4 		$6.61M Sell
20,902
-161
-0.8% -$51.8K 0.91% 24
2024
Q3 		$6.28M Sell
21,063
-151
-0.7% -$39.9K 0.88% 26
2024
Q2 		$5.39M Sell
21,214
-187
-0.9% -$49.5K 0.79% 30
2024
Q1 		$5.56M Sell
21,401
-112
-0.5% -$24.8K 0.84% 32
2023
Q4 		$4.64M Buy
21,513
+386
+2% +$71.3K 0.78% 35
2023
Q3 		$3.95M Sell
21,127
-433
-2% -$86.8K 0.75% 33
2023
Q2 		$4.24M Buy
21,560
+74
+0.3% +$12.9K 0.77% 37
2023
Q1 		$3.58M Buy
21,486
+9
+0% +$1.38K 0.7% 40
2022
Q4 		$3.06M Buy
21,477
+272
+1% +$38.6K 0.65% 46
2022
Q3 		$2.7M Buy
21,205
+402
+2% +$55K 0.62% 48
2022
Q2 		$2.61M Buy
20,803
+311
+2% +$38.2K 0.57% 52
2022
Q1 		$2.7M Buy
+20,492
New +$2.28M 0.49% 63

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avitas Wealth Management's PWR Position: Q4 2024 in Review

Avitas Wealth Management reduced its Quanta Services (PWR) stake by 0.76% in Q4 2024, selling an estimated $51.8K and leaving 20,902 shares worth $6.61M. The position accounts for 0.91% of the portfolio, ranked #24.

Avitas Wealth Management first reported a position in PWR in Q1 2022 and has held it in 12 quarters since. 1,295 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Avitas Wealth Management held 20,902 shares of Quanta Services worth $6.61M as of Q4 2024.
  • Avitas Wealth Management sold 161 Quanta Services shares in Q4 2024, an estimated $51.8K.
  • Quanta Services made up 0.91% of Avitas Wealth Management's portfolio in Q4 2024, its #24 holding.
  • Avitas Wealth Management first reported a position in Quanta Services in Q1 2022 and has held it in 12 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.