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Cypress Point Wealth Management’s Quanta Services PWR Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-425
Closed -$48K – 122
2021
Q3 		$48K Hold
425
– – 0.03% 60
2021
Q2 		$38K Buy
+425
New +$39.9K 0.03% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Point Wealth Management's PWR Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Quanta Services (PWR) in Q4 2021, closing a stake of 425 shares — an estimated $48K sold.

Cypress Point Wealth Management first reported a position in PWR in Q2 2021 and held it in 2 quarters. The position peaked at $48K in Q3 2021. 747 funds tracked by Wall St. Rank hold PWR as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Quanta Services position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 425 Quanta Services shares in Q4 2021, an estimated $48K.
  • Cypress Point Wealth Management first reported a position in Quanta Services in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Quanta Services position peaked at $48K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Quanta Services as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.