GYL Financial Synergies’s Quanta Services PWR Stock Holding History

GYL Financial Synergies’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	$1.66M	Buy	5,572 +482	+9%	+$127K	0.12%	147
2024 Q2	$1.29M	Buy	5,090 +64	+1%	+$17K	0.1%	169
2024 Q1	$1.31M	Sell	5,026 -4,874	-49%	-$1.08M	0.1%	163
2023 Q4	$2.14M	Sell	9,900 -14,368	-59%	-$2.65M	0.18%	114
2023 Q3	$4.54M	Sell	24,268 -4	-0%	-$802	0.44%	56
2023 Q2	$4.77M	Buy	24,272 +19,232	+382%	+$3.36M	0.43%	54
2023 Q1	$840K	Buy	5,040 +3	+0.1%	+$461	0.1%	138
2022 Q4	$718K	Buy	5,037 +37	+0.7%	+$5.25K	0.16%	96
2022 Q3	$637K	Buy	+5,000	New	+$684K	0.17%	81

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

GYL Financial Synergies's PWR Position: Q3 2024 in Review

GYL Financial Synergies increased its Quanta Services (PWR) stake by 9.5% in Q3 2024, buying an estimated $127K and bringing the position to 5,572 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #147.

GYL Financial Synergies first reported a position in PWR in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.77M in Q2 2023. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

GYL Financial Synergies held 5,572 shares of Quanta Services worth $1.66M as of Q3 2024.
GYL Financial Synergies bought 482 Quanta Services shares in Q3 2024, an estimated $127K.
Quanta Services made up 0.12% of GYL Financial Synergies's portfolio in Q3 2024, its #147 holding.
GYL Financial Synergies first reported a position in Quanta Services in Q3 2022 and has held it in 9 quarters since.
GYL Financial Synergies's Quanta Services position peaked at $4.77M in Q2 2023.
1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.