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IBEX Wealth Advisors’s Quanta Services PWR Stock Holding History

IBEX 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
2024
Q3 		– Sell
-56
Closed -$14.2K – 231
2024
Q2 		$14.2K Buy
+56
New +$14.8K ﹤0.01% 209

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 $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

IBEX Wealth Advisors's PWR Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 56 shares — an estimated $14.2K sold.

IBEX Wealth Advisors first reported a position in PWR in Q2 2024 and held it in 1 quarter. The position peaked at $14.2K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 56 Quanta Services shares in Q3 2024, an estimated $14.2K.
  • IBEX Wealth Advisors first reported a position in Quanta Services in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Quanta Services position peaked at $14.2K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.