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CM Wealth Advisors’s Quanta Services PWR Stock Holding History

CM 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
2024
Q2 		– Sell
-805
Closed -$215K – 151
2024
Q1 		$215K Buy
+805
New +$178K 0.06% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 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

CM Wealth Advisors's PWR Position: Q2 2024 in Review

CM Wealth Advisors sold out of Quanta Services (PWR) in Q2 2024, closing a stake of 805 shares — an estimated $215K sold.

CM Wealth Advisors first reported a position in PWR in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 1,143 funds tracked by Wall St. Rank hold PWR as of Q2 2024.

  • CM Wealth Advisors reported no remaining Quanta Services position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 805 Quanta Services shares in Q2 2024, an estimated $215K.
  • CM Wealth Advisors first reported a position in Quanta Services in Q1 2024 and held it in 1 quarter.
  • CM Wealth Advisors's Quanta Services position peaked at $215K in Q1 2024.
  • 1,143 funds tracked by Wall St. Rank held Quanta Services as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.