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Tradition Wealth Management’s Quanta Services PWR Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-42
Closed -$9K – 986
2023
Q4 		$9K Buy
42
+27
+180% +$4.99K ﹤0.01% 1031
2023
Q3 		$3K Buy
+15
New +$3.01K ﹤0.01% 1327

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Tradition Wealth Management's PWR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Quanta Services (PWR) in Q1 2024, closing a stake of 42 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in PWR in Q3 2023 and held it in 2 quarters. The position peaked at $9K in Q4 2023. 1,071 funds tracked by Wall St. Rank hold PWR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Quanta Services position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 42 Quanta Services shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in Quanta Services in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Quanta Services position peaked at $9K in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held Quanta Services as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.