Napa Wealth Management’s Quanta Services PWR Stock Holding History

Napa 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
2024 Q1	–	Sell	-1,809	Closed	-$390K	–	101
2023 Q4	$390K	Buy	+1,809	New	+$334K	0.21%	75

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Napa Wealth Management's PWR Position: Q1 2024 in Review

Napa Wealth Management sold out of Quanta Services (PWR) in Q1 2024, closing a stake of 1,809 shares — an estimated $390K sold.

Napa Wealth Management first reported a position in PWR in Q4 2023 and held it in 1 quarter. The position peaked at $390K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold PWR as of Q1 2024.

Napa Wealth Management reported no remaining Quanta Services position as of Q1 2024 after selling out during the quarter.
Napa Wealth Management sold 1,809 Quanta Services shares in Q1 2024, an estimated $390K.
Napa Wealth Management first reported a position in Quanta Services in Q4 2023 and held it in 1 quarter.
Napa Wealth Management's Quanta Services position peaked at $390K in Q4 2023.
1,071 funds tracked by Wall St. Rank held Quanta Services as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.