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	–	–	1603
2018 Q3	$0	Buy	+7	New	+$238	﹤0.01%	1550
2016 Q1	–	Sell	-136	Closed	-$3K	–	1393
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's PWR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Quanta Services (PWR) in Q2 2023, closing a stake of 241 shares — an estimated $40.2K sold.

TCI Wealth Advisors first reported a position in PWR in Q4 2015 and held it in 15 quarters. The position peaked at $51K in Q4 2021. 941 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

TCI Wealth Advisors reported no remaining Quanta Services position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 241 Quanta Services shares in Q2 2023, an estimated $40.2K.
TCI Wealth Advisors first reported a position in Quanta Services in Q4 2015 and held it in 15 quarters.
TCI Wealth Advisors's Quanta Services position peaked at $51K in Q4 2021.
941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.