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Laidlaw Wealth Management’s Quanta Services PWR Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,282
Closed -$492K – 224
2023
Q4 		$492K Sell
2,282
-101
-4% -$18.7K 0.18% 131
2023
Q3 		$446K Hold
2,383
– – 0.15% 163
2023
Q2 		$468K Buy
2,383
+88
+4% +$15.4K 0.09% 203
2023
Q1 		$382K Buy
2,295
+17
+0.7% +$2.61K 0.08% 233
2022
Q4 		$325K Buy
+2,278
New +$323K 0.07% 256
2022
Q3 		– Sell
-2,204
Closed -$276K – 359
2022
Q2 		$276K Hold
2,204
– – 0.06% 285
2022
Q1 		$290K Buy
2,204
+4
+0.2% +$444 0.05% 309
2021
Q4 		$252K Buy
2,200
+201
+10% +$23.2K 0.04% 339
2021
Q3 		$228K Buy
+1,999
New +$200K 0.06% 221

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Laidlaw Wealth Management's PWR Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Quanta Services (PWR) in Q1 2024, closing a stake of 2,282 shares — an estimated $492K sold.

Laidlaw Wealth Management first reported a position in PWR in Q3 2021 and held it in 9 quarters. The position peaked at $492K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold PWR as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Quanta Services position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,282 Quanta Services shares in Q1 2024, an estimated $492K.
  • Laidlaw Wealth Management first reported a position in Quanta Services in Q3 2021 and held it in 9 quarters.
  • Laidlaw Wealth Management's Quanta Services position peaked at $492K in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Quanta Services as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.