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Lucia Wealth Services’s Quanta Services PWR Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-31,509
Closed -$1.28M – 205
2019
Q4 		$1.28M Sell
31,509
-3,900
-11% -$159K 0.39% 54
2019
Q3 		$1.34M Sell
35,409
-3,290
-9% -$119K 0.45% 47
2019
Q2 		$1.48M Buy
+38,699
New +$1.47M 0.51% 39

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lucia Wealth Services's PWR Position: Q1 2020 in Review

Lucia Wealth Services sold out of Quanta Services (PWR) in Q1 2020, closing a stake of 31,509 shares — an estimated $1.28M sold.

Lucia Wealth Services first reported a position in PWR in Q2 2019 and held it in 3 quarters. The position peaked at $1.48M in Q2 2019. 441 funds tracked by Wall St. Rank hold PWR as of Q1 2020.

  • Lucia Wealth Services reported no remaining Quanta Services position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 31,509 Quanta Services shares in Q1 2020, an estimated $1.28M.
  • Lucia Wealth Services first reported a position in Quanta Services in Q2 2019 and held it in 3 quarters.
  • Lucia Wealth Services's Quanta Services position peaked at $1.48M in Q2 2019.
  • 441 funds tracked by Wall St. Rank held Quanta Services as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.