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TFO Wealth Partners’s Quanta Services PWR Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$520 – 598
2024
Q1 		$520 Hold
2
– – ﹤0.01% 255
2023
Q4 		$432 Sell
2
-4
-67% -$739 ﹤0.01% 374
2023
Q3 		$1.18K Buy
6
+4
+200% +$802 ﹤0.01% 255
2023
Q2 		$393 Hold
2
– – ﹤0.01% 332
2023
Q1 		$333 Sell
2
-503
-100% -$77.3K ﹤0.01% 350
2022
Q4 		$5.24K Buy
+505
New +$71.7K ﹤0.01% 164

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TFO Wealth Partners's PWR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Quanta Services (PWR) in Q2 2024, closing a stake of 2 shares — an estimated $520 sold.

TFO Wealth Partners first reported a position in PWR in Q4 2022 and held it in 6 quarters. The position peaked at $5.24K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold PWR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Quanta Services position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Quanta Services shares in Q2 2024, an estimated $520.
  • TFO Wealth Partners first reported a position in Quanta Services in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Quanta Services position peaked at $5.24K in Q4 2022.
  • 1,143 funds tracked by Wall St. Rank held Quanta Services as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.