LWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return