Buckingham Strategic Wealth’s Quanta Services PWR Stock Holding History

Buckingham Strategic Wealth’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 Q2	$551K	Sell	2,169 -98	-4%	-$26K	0.01%	444
2024 Q1	$589K	Buy	2,267 +151	+7%	+$33.4K	0.01%	428
2023 Q4	$457K	Sell	2,116 -23	-1%	-$4.25K	0.01%	461
2023 Q3	$400K	Buy	2,139 +51	+2%	+$10.2K	0.01%	467
2023 Q2	$410K	Buy	2,088 +603	+41%	+$105K	0.01%	471
2023 Q1	$212K	Hold	1,485	–	–	﹤0.01%	557
2022 Q4	$212K	Buy	+1,485	New	+$211K	﹤0.01%	559
2021 Q3	–	Sell	-2,450	Closed	-$222K	–	610
2021 Q2	$222K	Hold	2,450	–	–	0.01%	539
2021 Q1	$216K	Buy	+2,450	New	+$195K	0.01%	505

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Buckingham Strategic Wealth's PWR Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Quanta Services (PWR) stake by 4.3% in Q2 2024, selling an estimated $26K and leaving 2,169 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #444.

Buckingham Strategic Wealth first reported a position in PWR in Q1 2021 and has held it in 9 quarters since. The position peaked at $589K in Q1 2024. 1,143 funds tracked by Wall St. Rank hold PWR as of Q2 2024.

Buckingham Strategic Wealth held 2,169 shares of Quanta Services worth $551K as of Q2 2024.
Buckingham Strategic Wealth sold 98 Quanta Services shares in Q2 2024, an estimated $26K.
Quanta Services made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #444 holding.
Buckingham Strategic Wealth first reported a position in Quanta Services in Q1 2021 and has held it in 9 quarters since.
Buckingham Strategic Wealth's Quanta Services position peaked at $589K in Q1 2024.
1,143 funds tracked by Wall St. Rank held Quanta Services as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.