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SYSTM Wealth Solutions’s Quanta Services PWR Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-2
Closed -$509 – 499
2024
Q2 		$509 Buy
+2
New +$530 ﹤0.01% 657
2023
Q4 		– Sell
-6,279
Closed -$1.17M – 1021
2023
Q3 		$1.17M Buy
+6,279
New +$1.26M 0.18% 154
2023
Q2 		– Sell
-4,112
Closed -$685K – 513
2023
Q1 		$685K Buy
4,112
+887
+28% +$136K 0.11% 236
2022
Q4 		$460K Buy
+3,225
New +$458K 0.06% 358

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

SYSTM Wealth Solutions's PWR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 2 shares — an estimated $509 sold.

SYSTM Wealth Solutions first reported a position in PWR in Q4 2022 and held it in 4 quarters. The position peaked at $1.17M in Q3 2023. 1,184 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2 Quanta Services shares in Q3 2024, an estimated $509.
  • SYSTM Wealth Solutions first reported a position in Quanta Services in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Quanta Services position peaked at $1.17M in Q3 2023.
  • 1,184 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.