PCWA
PWR icon

Pacific Capital Wealth Advisors’s Quanta Services PWR Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-69
Closed -$21.8K – 303
2024
Q4 		$21.8K Hold
69
– – ﹤0.01% 215
2024
Q3 		$20.6K Hold
69
– – ﹤0.01% 236
2024
Q2 		$17.5K Buy
+69
New +$18.3K ﹤0.01% 253

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's PWR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Quanta Services (PWR) in Q1 2025, closing a stake of 69 shares — an estimated $21.8K sold.

Pacific Capital Wealth Advisors first reported a position in PWR in Q2 2024 and held it in 3 quarters. The position peaked at $21.8K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold PWR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Quanta Services position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 69 Quanta Services shares in Q1 2025, an estimated $21.8K.
  • Pacific Capital Wealth Advisors first reported a position in Quanta Services in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Quanta Services position peaked at $21.8K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held Quanta Services as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.