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Valley Wealth Managers’s Quanta Services PWR Stock Holding History

Valley Wealth Managers’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
-130
Closed -$33K – 435
2024
Q2 		$33K Buy
+130
New +$34.4K ﹤0.01% 236
2022
Q4 		– Sell
-118
Closed -$15K – 438
2022
Q3 		$15K Sell
118
-159
-57% -$21.7K ﹤0.01% 306
2022
Q2 		$35K Buy
+277
New +$34K ﹤0.01% 267
2019
Q3 		– Sell
-18,431
Closed -$704K – 199
2019
Q2 		$704K Sell
18,431
-6,316
-26% -$240K 0.07% 121
2019
Q1 		$934K Buy
24,747
+17,936
+263% +$626K 0.1% 112
2018
Q4 		$205K Buy
+6,811
New +$220K 0.03% 159
2015
Q4 		– Sell
-421,965
Closed -$10.2M – 102
2015
Q3 		$10.2M Buy
421,965
+19,920
+5% +$507K 1.86% 36
2015
Q2 		$11.6M Buy
402,045
+11,670
+3% +$341K 2.01% 28
2015
Q1 		$11.1M Buy
390,375
+3,275
+0.8% +$91.8K 1.92% 31
2014
Q4 		$11M Buy
+387,100
New +$12.2M 1.96% 31

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 $3.37T AUM 44.26% 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

Valley Wealth Managers's PWR Position: Q3 2024 in Review

Valley Wealth Managers sold out of Quanta Services (PWR) in Q3 2024, closing a stake of 130 shares — an estimated $33K sold.

Valley Wealth Managers first reported a position in PWR in Q4 2014 and held it in 10 quarters. The position peaked at $11.6M in Q2 2015. 1,185 funds tracked by Wall St. Rank hold PWR as of Q3 2024.

  • Valley Wealth Managers reported no remaining Quanta Services position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 130 Quanta Services shares in Q3 2024, an estimated $33K.
  • Valley Wealth Managers first reported a position in Quanta Services in Q4 2014 and held it in 10 quarters.
  • Valley Wealth Managers's Quanta Services position peaked at $11.6M in Q2 2015.
  • 1,185 funds tracked by Wall St. Rank held Quanta Services as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.