PWM
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PRW Wealth Management’s Quanta Services PWR Stock Holding History

PRW 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
2019
Q2 		– Sell
-65
Closed -$2K – 522
2019
Q1 		$2K Hold
65
– – ﹤0.01% 522
2018
Q4 		$2K Buy
+65
New +$2.1K ﹤0.01% 521

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Dimensional Fund Advisors
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State Street
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LAM
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Bank of New York Mellon
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PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

PRW Wealth Management's PWR Position: Q2 2019 in Review

PRW Wealth Management sold out of Quanta Services (PWR) in Q2 2019, closing a stake of 65 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in PWR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 456 funds tracked by Wall St. Rank hold PWR as of Q2 2019.

  • PRW Wealth Management reported no remaining Quanta Services position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 65 Quanta Services shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in Quanta Services in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Quanta Services position peaked at $2K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Quanta Services as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.