Focused Wealth Management’s Quanta Services PWR Stock Holding History

Focused 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 Q1	–	Sell	-13	Closed	-$2.82K	–	769
2023 Q4	$2.82K	Hold	13	–	–	﹤0.01%	732
2023 Q3	$2.44K	Hold	13	–	–	﹤0.01%	742
2023 Q2	$2.56K	Hold	13	–	–	﹤0.01%	771
2023 Q1	$2.17K	Hold	13	–	–	﹤0.01%	787
2022 Q4	$1.86K	Hold	13	–	–	﹤0.01%	789
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	771
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	750
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	805
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	915
2021 Q3	$1K	Buy	+13	New	+$1.3K	﹤0.01%	923

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

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Focused Wealth Management's PWR Position: Q1 2024 in Review

Focused Wealth Management sold out of Quanta Services (PWR) in Q1 2024, closing a stake of 13 shares — an estimated $2.82K sold.

Focused Wealth Management first reported a position in PWR in Q3 2021 and held it in 10 quarters. The position peaked at $2.82K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold PWR as of Q1 2024.

Focused Wealth Management reported no remaining Quanta Services position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 13 Quanta Services shares in Q1 2024, an estimated $2.82K.
Focused Wealth Management first reported a position in Quanta Services in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Quanta Services position peaked at $2.82K in Q4 2023.
1,071 funds tracked by Wall St. Rank held Quanta Services as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.