TCI Wealth Advisors’s Quanta Services PWR Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-241	Closed	-$40.2K	–	1733
2023 Q1	$40.2K	Buy	241 +60	+33%	+$9.22K	0.01%	484
2022 Q4	$25.8K	Buy	181 +1	+0.6%	+$142	﹤0.01%	593
2022 Q3	$23K	Buy	180 +3	+2%	+$410	﹤0.01%	605
2022 Q2	$22K	Sell	177 -127	-42%	-$15.6K	﹤0.01%	613
2022 Q1	$40K	Sell	304 -138	-31%	-$15.3K	0.01%	469
2021 Q4	$51K	Buy	442 +55	+14%	+$6.34K	0.01%	413
2021 Q3	$44K	Buy	387 +114	+42%	+$11.4K	0.01%	460
2021 Q2	$25K	Hold	273	–	–	﹤0.01%	553
2021 Q1	$24K	Buy	273 +192	+237%	+$15.3K	0.01%	529
2020 Q4	$6K	Hold	81	–	–	﹤0.01%	825
2020 Q3	$4K	Hold	81	–	–	﹤0.01%	879
2020 Q2	$3K	Sell	81 -4	-5%	-$143	﹤0.01%	952
2020 Q1	$3K	Buy	+85	New	+$3.16K	﹤0.01%	912
2018 Q4	–	Sell	-7	Closed	–	–	1609
2018 Q3	$0	Buy	+7	New	+$238	﹤0.01%	1553
2016 Q1	–	Sell	-136	Closed	-$3K	–	1394
2015 Q4	$3K	Buy	+136	New	+$2.93K	﹤0.01%	809

Other funds holding PWR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return