Lenox Wealth Management’s Quanta Services PWR Stock Holding History

Lenox 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
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	701
2020 Q1	$0	Buy	+27	New	+$1K	﹤0.01%	755
2019 Q3	–	Sell	-513	Closed	-$19K	–	723
2019 Q2	$19K	Buy	513 +43	+9%	+$1.63K	0.01%	354
2019 Q1	$18K	Sell	470 -475	-50%	-$16.6K	0.01%	374
2018 Q4	$14K	Buy	945 +874	+1,231%	+$28.3K	﹤0.01%	347
2018 Q3	$2K	Sell	71 -290	-80%	-$9.87K	﹤0.01%	586
2018 Q2	$12K	Buy	+361	New	+$12.6K	﹤0.01%	352

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Lenox Wealth Management's PWR Position: Q2 2020 in Review

Lenox Wealth Management held its Quanta Services (PWR) position steady in Q2 2020 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Lenox Wealth Management first reported a position in PWR in Q2 2018 and has held it in 7 quarters since. The position peaked at $19K in Q2 2019. 447 funds tracked by Wall St. Rank hold PWR as of Q2 2020.

Lenox Wealth Management held 27 shares of Quanta Services worth $1K as of Q2 2020.
Lenox Wealth Management left its Quanta Services share count unchanged in Q2 2020.
Quanta Services made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #701 holding.
Lenox Wealth Management first reported a position in Quanta Services in Q2 2018 and has held it in 7 quarters since.
Lenox Wealth Management's Quanta Services position peaked at $19K in Q2 2019.
447 funds tracked by Wall St. Rank held Quanta Services as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.