CWM
PWR icon

CarsonAllaria Wealth Management’s Quanta Services PWR Stock Holding History

CarsonAllaria 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
-151
Closed -$38.4K – 420
2024
Q2 		$38.4K Buy
+151
New +$40K 0.02% 137

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 $3.38T AUM 44.17% 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

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

CarsonAllaria Wealth Management sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 151 shares — an estimated $38.4K sold.

CarsonAllaria Wealth Management first reported a position in PWR in Q2 2024 and held it in 1 quarter. The position peaked at $38.4K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 151 Quanta Services shares in Q3 2024, an estimated $38.4K.
  • CarsonAllaria Wealth Management first reported a position in Quanta Services in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Quanta Services position peaked at $38.4K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.