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Brophy Wealth Management’s Quanta Services PWR Stock Holding History

Brophy 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 		$888K Buy
+2,980
New +$788K 0.32% 78

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Brophy Wealth Management's PWR Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Quanta Services (PWR) in Q3 2024: 2,980 shares worth $888K. The stake represents 0.32% of the portfolio and ranks #78 among its holdings.

1,184 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Brophy Wealth Management held 2,980 shares of Quanta Services worth $888K as of Q3 2024.
  • Quanta Services was a new Brophy Wealth Management position in Q3 2024.
  • Quanta Services made up 0.32% of Brophy Wealth Management's portfolio in Q3 2024, its #78 holding.
  • 1,184 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.