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Squar Milner Financial Services’s Quanta Services PWR Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-108
Closed -$3K – 576
2020
Q1 		$3K Hold
108
– – ﹤0.01% 646
2019
Q4 		$4K Buy
+108
New +$4.41K ﹤0.01% 670

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Squar Milner Financial Services's PWR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Quanta Services (PWR) in Q2 2020, closing a stake of 108 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in PWR in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 447 funds tracked by Wall St. Rank hold PWR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Quanta Services position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 108 Quanta Services shares in Q2 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Quanta Services in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Quanta Services position peaked at $4K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Quanta Services as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.