SkyOak Wealth’s Quanta Services PWR Stock Holding History

SkyOak Wealth’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
2020 Q1	–	Sell	-11,504	Closed	-$468K	–	273
2019 Q4	$468K	Buy	+11,504	New	+$469K	0.15%	169

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

SkyOak Wealth's PWR Position: Q1 2020 in Review

SkyOak Wealth sold out of Quanta Services (PWR) in Q1 2020, closing a stake of 11,504 shares — an estimated $468K sold.

SkyOak Wealth first reported a position in PWR in Q4 2019 and held it in 1 quarter. The position peaked at $468K in Q4 2019. 441 funds tracked by Wall St. Rank hold PWR as of Q1 2020.

SkyOak Wealth reported no remaining Quanta Services position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 11,504 Quanta Services shares in Q1 2020, an estimated $468K.
SkyOak Wealth first reported a position in Quanta Services in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Quanta Services position peaked at $468K in Q4 2019.
441 funds tracked by Wall St. Rank held Quanta Services as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.