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Glass Jacobson Investment Advisors’s Quanta Services PWR Stock Holding History

Glass Jacobson Investment 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
2024
Q3 		– Sell
-665
Closed -$169K – 786
2024
Q2 		$169K Buy
+665
New +$176K 0.06% 230
2023
Q4 		– Sell
-977
Closed -$183K – 795
2023
Q3 		$183K Buy
977
+101
+12% +$20.3K 0.08% 208
2023
Q2 		$172K Buy
+876
New +$153K 0.08% 205
2022
Q4 		$136K Buy
+953
New +$135K 0.07% 234

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
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 $2.9T AUM 29.55% 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

Glass Jacobson Investment Advisors's PWR Position: Q3 2024 in Review

Glass Jacobson Investment Advisors sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 665 shares — an estimated $169K sold.

Glass Jacobson Investment Advisors first reported a position in PWR in Q4 2022 and held it in 4 quarters. The position peaked at $183K in Q3 2023. 1,184 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Glass Jacobson Investment Advisors reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 665 Quanta Services shares in Q3 2024, an estimated $169K.
  • Glass Jacobson Investment Advisors first reported a position in Quanta Services in Q4 2022 and held it in 4 quarters.
  • Glass Jacobson Investment Advisors's Quanta Services position peaked at $183K in Q3 2023.
  • 1,184 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.