RJT
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Raymond James Trust’s Quanta Services PWR Stock Holding History

Raymond James Trust’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
Q3 		$1.31M Buy
4,408
+897
+26% +$237K 0.03% 423
2024
Q2 		$892K Buy
3,511
+380
+12% +$101K 0.02% 510
2024
Q1 		$813K Sell
3,131
-875
-22% -$194K 0.02% 529
2023
Q4 		$864K Sell
4,006
-228
-5% -$42.1K 0.02% 501
2023
Q3 		$792K Buy
4,234
+243
+6% +$48.7K 0.02% 481
2023
Q2 		$784K Sell
3,991
-317
-7% -$55.3K 0.02% 489
2023
Q1 		$718K Sell
4,308
-543
-11% -$83.5K 0.02% 500
2022
Q4 		$691K Buy
4,851
+88
+2% +$12.5K 0.02% 495
2022
Q3 		$607K Sell
4,763
-412
-8% -$56.3K 0.02% 515
2022
Q2 		$648K Buy
5,175
+226
+5% +$27.7K 0.02% 501
2022
Q1 		$652K Buy
4,949
+379
+8% +$42.1K 0.02% 540
2021
Q4 		$524K Buy
4,570
+2,396
+110% +$276K 0.02% 627
2021
Q3 		$248K Buy
+2,174
New +$218K 0.01% 945

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Raymond James Trust's PWR Position: Q3 2024 in Review

Raymond James Trust increased its Quanta Services (PWR) stake by 26% in Q3 2024, buying an estimated $237K and bringing the position to 4,408 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #423.

Raymond James Trust first reported a position in PWR in Q3 2021 and has held it in 13 quarters since. 1,184 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Raymond James Trust held 4,408 shares of Quanta Services worth $1.31M as of Q3 2024.
  • Raymond James Trust bought 897 Quanta Services shares in Q3 2024, an estimated $237K.
  • Quanta Services made up 0.03% of Raymond James Trust's portfolio in Q3 2024, its #423 holding.
  • Raymond James Trust first reported a position in Quanta Services in Q3 2021 and has held it in 13 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.