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Planned Solutions’s Quanta Services PWR Stock Holding History

Planned Solutions’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
Q4 		– Sell
-200
Closed -$59.6K – 500
2024
Q3 		$59.6K Buy
+200
New +$52.9K 0.02% 283
2024
Q1 		– Sell
-200
Closed -$43.2K – 429
2023
Q4 		$43.2K Buy
+200
New +$37K 0.02% 301
2021
Q1 		– Sell
-200
Closed -$14K – 319
2020
Q4 		$14K Hold
200
– – 0.01% 308
2020
Q3 		$11K Buy
+200
New +$9.3K 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Planned Solutions's PWR Position: Q4 2024 in Review

Planned Solutions sold out of Quanta Services (PWR) in Q4 2024, closing a stake of 200 shares — an estimated $59.6K sold.

Planned Solutions first reported a position in PWR in Q3 2020 and held it in 4 quarters. The position peaked at $59.6K in Q3 2024. 1,297 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Planned Solutions reported no remaining Quanta Services position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Quanta Services shares in Q4 2024, an estimated $59.6K.
  • Planned Solutions first reported a position in Quanta Services in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Quanta Services position peaked at $59.6K in Q3 2024.
  • 1,297 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.