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Evolution Wealth Advisors’s Quanta Services PWR Stock Holding History

Evolution 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
2019
Q4 		– Sell
-60
Closed -$2K – 678
2019
Q3 		$2K Hold
60
– – ﹤0.01% 430
2019
Q2 		$2K Buy
+60
New +$2.28K ﹤0.01% 436

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PP
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evolution Wealth Advisors's PWR Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Quanta Services (PWR) in Q4 2019, closing a stake of 60 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in PWR in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 466 funds tracked by Wall St. Rank hold PWR as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining Quanta Services position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 60 Quanta Services shares in Q4 2019, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Quanta Services in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Quanta Services position peaked at $2K in Q3 2019.
  • 466 funds tracked by Wall St. Rank held Quanta Services as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.