M Holdings Securities’s Quanta Services PWR Stock Holding History

M Holdings Securities’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
2024 Q3	–	Sell	-1,515	Closed	-$385K	–	251
2024 Q2	$385K	Buy	+1,515	New	+$401K	0.05%	202

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

M Holdings Securities's PWR Position: Q3 2024 in Review

M Holdings Securities sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 1,515 shares — an estimated $385K sold.

M Holdings Securities first reported a position in PWR in Q2 2024 and held it in 1 quarter. The position peaked at $385K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

M Holdings Securities reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 1,515 Quanta Services shares in Q3 2024, an estimated $385K.
M Holdings Securities first reported a position in Quanta Services in Q2 2024 and held it in 1 quarter.
M Holdings Securities's Quanta Services position peaked at $385K in Q2 2024.
1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.