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Ledge Wealth Management’s Quanta Services PWR Stock Holding History

Ledge 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
2023
Q4 		$2.99M Sell
13,863
-433
-3% -$80K 1.16% 19
2023
Q3 		$2.67M Buy
14,296
+1,615
+13% +$324K 1.2% 21
2023
Q2 		$2.49M Sell
12,681
-1,561
-11% -$273K 1.19% 21
2023
Q1 		$2.37M Sell
14,242
-447
-3% -$68.7K 1.13% 25
2022
Q4 		$2.09M Buy
14,689
+2,700
+23% +$383K 0.96% 32
2022
Q3 		$1.53M Sell
11,989
-3,441
-22% -$471K 0.94% 30
2022
Q2 		$1.93M Buy
15,430
+966
+7% +$119K 1.19% 27
2022
Q1 		$1.9M Buy
+14,464
New +$1.61M 1.18% 25

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Ledge Wealth Management's PWR Position: Q4 2023 in Review

Ledge Wealth Management reduced its Quanta Services (PWR) stake by 3% in Q4 2023, selling an estimated $80K and leaving 13,863 shares worth $2.99M. The position accounts for 1.16% of the portfolio, ranked #19.

Ledge Wealth Management first reported a position in PWR in Q1 2022 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

  • Ledge Wealth Management held 13,863 shares of Quanta Services worth $2.99M as of Q4 2023.
  • Ledge Wealth Management sold 433 Quanta Services shares in Q4 2023, an estimated $80K.
  • Quanta Services made up 1.16% of Ledge Wealth Management's portfolio in Q4 2023, its #19 holding.
  • Ledge Wealth Management first reported a position in Quanta Services in Q1 2022 and has held it in 8 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.