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Pinnacle Family Advisors’s Quanta Services PWR Stock Holding History

Pinnacle Family 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
2021
Q1 		– Sell
-25,684
Closed -$1.85M – 145
2020
Q4 		$1.85M Buy
+25,684
New +$1.69M 1.13% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Family Advisors's PWR Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Quanta Services (PWR) in Q1 2021, closing a stake of 25,684 shares — an estimated $1.85M sold.

Pinnacle Family Advisors first reported a position in PWR in Q4 2020 and held it in 1 quarter. The position peaked at $1.85M in Q4 2020. 610 funds tracked by Wall St. Rank hold PWR as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining Quanta Services position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 25,684 Quanta Services shares in Q1 2021, an estimated $1.85M.
  • Pinnacle Family Advisors first reported a position in Quanta Services in Q4 2020 and held it in 1 quarter.
  • Pinnacle Family Advisors's Quanta Services position peaked at $1.85M in Q4 2020.
  • 610 funds tracked by Wall St. Rank held Quanta Services as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.