Concord Wealth Partners’s Quanta Services PWR Stock Holding History

Concord Wealth Partners’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
2021 Q2	–	Sell	-9	Closed	-$1K	–	1089
2021 Q1	$1K	Buy	+9	New	+$717	﹤0.01%	943

Other funds holding PWR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's PWR Position: Q2 2021 in Review

Concord Wealth Partners sold out of Quanta Services (PWR) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in PWR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 629 funds tracked by Wall St. Rank hold PWR as of Q2 2021.

Concord Wealth Partners reported no remaining Quanta Services position as of Q2 2021 after selling out during the quarter.
Concord Wealth Partners sold 9 Quanta Services shares in Q2 2021, an estimated $1K.
Concord Wealth Partners first reported a position in Quanta Services in Q1 2021 and held it in 1 quarter.
Concord Wealth Partners's Quanta Services position peaked at $1K in Q1 2021.
629 funds tracked by Wall St. Rank held Quanta Services as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.