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Beacon Harbor Wealth Advisors’s Quanta Services PWR Stock Holding History

Beacon Harbor Wealth Advisors’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
2022
Q1 		– Sell
-38,716
Closed -$4.44M – 81
2021
Q4 		$4.44M Buy
+38,716
New +$4.47M 1.47% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's PWR Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of Quanta Services (PWR) in Q1 2022, closing a stake of 38,716 shares — an estimated $4.44M sold.

Beacon Harbor Wealth Advisors first reported a position in PWR in Q4 2021 and held it in 1 quarter. The position peaked at $4.44M in Q4 2021. 774 funds tracked by Wall St. Rank hold PWR as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Quanta Services position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 38,716 Quanta Services shares in Q1 2022, an estimated $4.44M.
  • Beacon Harbor Wealth Advisors first reported a position in Quanta Services in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Quanta Services position peaked at $4.44M in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Quanta Services as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.