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ICA Group Wealth Management’s Quanta Services PWR Stock Holding History

ICA Group 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
Q2 		$356K Sell
1,401
-43
-3% -$11.4K 0.21% 68
2024
Q1 		$375K Sell
1,444
-369
-20% -$81.6K 0.08% 201
2023
Q4 		$391K Sell
1,813
-135
-7% -$24.9K 0.09% 176
2023
Q3 		$345K Buy
1,948
+5
+0.3% +$1K 0.1% 172
2023
Q2 		$382K Buy
1,943
+1,773
+1,043% +$310K 0.1% 158
2023
Q1 		$28.3K Hold
170
– – 0.01% 591
2022
Q4 		$25.5K Buy
+170
New +$24.1K 0.01% 645

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

ICA Group Wealth Management's PWR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Quanta Services (PWR) stake by 3% in Q2 2024, selling an estimated $11.4K and leaving 1,401 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #68.

ICA Group Wealth Management first reported a position in PWR in Q4 2022 and has held it in 7 quarters since. The position peaked at $391K in Q4 2023. 1,142 funds tracked by Wall St. Rank hold PWR as of Q2 2024.

  • ICA Group Wealth Management held 1,401 shares of Quanta Services worth $356K as of Q2 2024.
  • ICA Group Wealth Management sold 43 Quanta Services shares in Q2 2024, an estimated $11.4K.
  • Quanta Services made up 0.21% of ICA Group Wealth Management's portfolio in Q2 2024, its #68 holding.
  • ICA Group Wealth Management first reported a position in Quanta Services in Q4 2022 and has held it in 7 quarters since.
  • ICA Group Wealth Management's Quanta Services position peaked at $391K in Q4 2023.
  • 1,142 funds tracked by Wall St. Rank held Quanta Services as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.