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National Wealth Management Group’s Quanta Services PWR Stock Holding History

National Wealth Management Group’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
2023
Q4 		– Sell
-2,335
Closed -$437K – 153
2023
Q3 		$437K Buy
+2,335
New +$468K 0.48% 67

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

National Wealth Management Group's PWR Position: Q4 2023 in Review

National Wealth Management Group sold out of Quanta Services (PWR) in Q4 2023, closing a stake of 2,335 shares — an estimated $437K sold.

National Wealth Management Group first reported a position in PWR in Q3 2023 and held it in 1 quarter. The position peaked at $437K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

  • National Wealth Management Group reported no remaining Quanta Services position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 2,335 Quanta Services shares in Q4 2023, an estimated $437K.
  • National Wealth Management Group first reported a position in Quanta Services in Q3 2023 and held it in 1 quarter.
  • National Wealth Management Group's Quanta Services position peaked at $437K in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.