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VWM
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
–
444
2024
Q2
$33K
Buy
+130
New
+$34.4K
﹤0.01%
236
2022
Q4
–
Sell
-118
Closed
-$15K
–
461
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DZ Bank
Frankfurt Am Main, Germany
$110B AUM
36.92%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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