BTWM
PWR icon

Baker Tilly Wealth Management’s Quanta Services PWR Stock Holding History

Baker Tilly 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
-1,128
Closed -$287K – 277
2024
Q2 		$287K Sell
1,128
-2,861
-72% -$758K 0.12% 203
2024
Q1 		$1.04M Sell
3,989
-106
-3% -$23.4K 0.19% 117
2023
Q4 		$884K Buy
4,095
+21
+0.5% +$3.88K 0.15% 152
2023
Q3 		$762K Sell
4,074
-74
-2% -$14.8K 0.13% 165
2023
Q2 		$815K Sell
4,148
-2,075
-33% -$362K 0.09% 236
2023
Q1 		$1.04M Sell
6,223
-1,068
-15% -$164K 0.12% 192
2022
Q4 		$1.04M Sell
7,291
-771
-10% -$109K 0.13% 178
2022
Q3 		$1.03M Sell
8,062
-3
-0% -$410 0.14% 155
2022
Q2 		$1.01M Buy
8,065
+3,550
+79% +$436K 0.13% 168
2022
Q1 		$594K Buy
4,515
+1,288
+40% +$143K 0.07% 300
2021
Q4 		$370K Buy
+3,227
New +$372K 0.04% 404

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baker Tilly Wealth Management's PWR Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 1,128 shares — an estimated $287K sold.

Baker Tilly Wealth Management first reported a position in PWR in Q4 2021 and held it in 11 quarters. The position peaked at $1.04M in Q4 2022. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,128 Quanta Services shares in Q3 2024, an estimated $287K.
  • Baker Tilly Wealth Management first reported a position in Quanta Services in Q4 2021 and held it in 11 quarters.
  • Baker Tilly Wealth Management's Quanta Services position peaked at $1.04M in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.