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Tyler-Stone Wealth Management’s Quanta Services PWR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-54
Closed -$13.7K – 788
2024
Q2 		$13.7K Sell
54
-8
-13% -$2.12K 0.01% 601
2024
Q1 		$16.1K Hold
62
– – 0.01% 560
2023
Q4 		$13.4K Hold
62
– – 0.01% 581
2023
Q3 		$12K Hold
62
– – 0.01% 572
2023
Q2 		$12K Buy
+62
New +$10.8K 0.01% 575

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Tyler-Stone Wealth Management's PWR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 54 shares — an estimated $13.7K sold.

Tyler-Stone Wealth Management first reported a position in PWR in Q2 2023 and held it in 5 quarters. The position peaked at $16.1K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 54 Quanta Services shares in Q3 2024, an estimated $13.7K.
  • Tyler-Stone Wealth Management first reported a position in Quanta Services in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Quanta Services position peaked at $16.1K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.