Curi Wealth Management’s Quanta Services PWR Stock Holding History

Curi 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
2022 Q3	–	Sell	-69	Closed	-$9K	–	576
2022 Q2	$9K	Hold	69	–	–	﹤0.01%	391
2022 Q1	$9K	Hold	69	–	–	﹤0.01%	373
2021 Q4	$7K	Buy	+69	New	+$7.96K	﹤0.01%	352
2021 Q1	–	Sell	-3	Closed	–	–	395
2020 Q4	$0	Buy	+3	New	+$198	﹤0.01%	492

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Curi Wealth Management's PWR Position: Q3 2022 in Review

Curi Wealth Management sold out of Quanta Services (PWR) in Q3 2022, closing a stake of 69 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in PWR in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 819 funds tracked by Wall St. Rank hold PWR as of Q3 2022.

Curi Wealth Management reported no remaining Quanta Services position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 69 Quanta Services shares in Q3 2022, an estimated $9K.
Curi Wealth Management first reported a position in Quanta Services in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Quanta Services position peaked at $9K in Q2 2022.
819 funds tracked by Wall St. Rank held Quanta Services as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.