EPWM
PWR icon

Essex Private Wealth Management’s Quanta Services PWR Stock Holding History

Essex Private 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
2024
Q3 		$288K Sell
965
-86
-8% -$22.7K 0.68% 26
2024
Q2 		$267K Buy
1,051
+247
+31% +$65.4K 0.68% 27
2024
Q1 		$209K Buy
+804
New +$178K 0.59% 29

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 $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Essex Private Wealth Management's PWR Position: Q3 2024 in Review

Essex Private Wealth Management reduced its Quanta Services (PWR) stake by 8.2% in Q3 2024, selling an estimated $22.7K and leaving 965 shares worth $288K. The position accounts for 0.68% of the portfolio, ranked #26.

Essex Private Wealth Management first reported a position in PWR in Q1 2024 and has held it in 3 quarters since. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Essex Private Wealth Management held 965 shares of Quanta Services worth $288K as of Q3 2024.
  • Essex Private Wealth Management sold 86 Quanta Services shares in Q3 2024, an estimated $22.7K.
  • Quanta Services made up 0.68% of Essex Private Wealth Management's portfolio in Q3 2024, its #26 holding.
  • Essex Private Wealth Management first reported a position in Quanta Services in Q1 2024 and has held it in 3 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.