Lenox Wealth Advisors’s Quanta Services PWR Stock Holding History

Lenox 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
2021 Q4	–	Sell	-4	Closed	–	–	998
2021 Q3	$0	Buy	+4	New	+$401	﹤0.01%	774
2014 Q1	–	Sell	-71	Closed	-$2K	–	303
2013 Q4	$2K	Buy	+71	New	+$2.09K	﹤0.01%	320

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's PWR Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of Quanta Services (PWR) in Q4 2021, closing a stake of 4 shares.

Lenox Wealth Advisors first reported a position in PWR in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 748 funds tracked by Wall St. Rank hold PWR as of Q4 2021.

Lenox Wealth Advisors reported no remaining Quanta Services position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 4 Quanta Services shares in Q4 2021.
Lenox Wealth Advisors first reported a position in Quanta Services in Q4 2013 and held it in 2 quarters.
Lenox Wealth Advisors's Quanta Services position peaked at $2K in Q4 2013.
748 funds tracked by Wall St. Rank held Quanta Services as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.