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Institutional & Family Asset Management’s Quanta Services PWR Stock Holding History

Institutional & Family Asset 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
2023
Q3 		– Sell
-77
Closed -$15.1K – 751
2023
Q2 		$15.1K Sell
77
-6
-7% -$1.05K ﹤0.01% 343
2023
Q1 		$13.8K Sell
83
-30
-27% -$4.61K ﹤0.01% 345
2022
Q4 		$16.1K Sell
113
-5
-4% -$710 ﹤0.01% 327
2022
Q3 		$15K Sell
118
-2
-2% -$273 ﹤0.01% 340
2022
Q2 		$15K Sell
120
-1
-0.8% -$123 ﹤0.01% 345
2022
Q1 		$16K Buy
121
+5
+4% +$556 ﹤0.01% 385
2021
Q4 		$13K Sell
116
-1
-0.9% -$115 ﹤0.01% 413
2021
Q3 		$13K Hold
117
– – ﹤0.01% 515
2021
Q2 		$11K Buy
+117
New +$11K ﹤0.01% 580

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's PWR Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Quanta Services (PWR) in Q3 2023, closing a stake of 77 shares — an estimated $15.1K sold.

Institutional & Family Asset Management first reported a position in PWR in Q2 2021 and held it in 9 quarters. The position peaked at $16.1K in Q4 2022. 960 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Quanta Services position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 77 Quanta Services shares in Q3 2023, an estimated $15.1K.
  • Institutional & Family Asset Management first reported a position in Quanta Services in Q2 2021 and held it in 9 quarters.
  • Institutional & Family Asset Management's Quanta Services position peaked at $16.1K in Q4 2022.
  • 960 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.