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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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