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Clearview Wealth Advisors’s Quanta Services PWR Stock Holding History

Clearview 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
2023
Q3 		– Sell
-32
Closed -$6.29K – 492
2023
Q2 		$6.29K Hold
32
– – 0.01% 401
2023
Q1 		$5.33K Hold
32
– – 0.01% 422
2022
Q4 		$4.56K Hold
32
– – ﹤0.01% 405
2022
Q3 		$4K Hold
32
– – ﹤0.01% 436
2022
Q2 		$4K Hold
32
– – ﹤0.01% 453
2022
Q1 		$4K Hold
32
– – ﹤0.01% 475
2021
Q4 		$4K Hold
32
– – ﹤0.01% 521
2021
Q3 		$4K Sell
32
-40
-56% -$4.01K ﹤0.01% 528
2021
Q2 		$7K Buy
72
+40
+125% +$3.76K ﹤0.01% 480
2021
Q1 		$3K Buy
+32
New +$2.55K ﹤0.01% 529

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearview Wealth Advisors's PWR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Quanta Services (PWR) in Q3 2023, closing a stake of 32 shares — an estimated $6.29K sold.

Clearview Wealth Advisors first reported a position in PWR in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 960 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Quanta Services position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 32 Quanta Services shares in Q3 2023, an estimated $6.29K.
  • Clearview Wealth Advisors first reported a position in Quanta Services in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's Quanta Services position peaked at $7K in Q2 2021.
  • 960 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.