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Wealth Enhancement & Preservation of GA’s Quanta Services PWR Stock Holding History

Wealth Enhancement & Preservation of GA’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
2021
Q1 		– Sell
-38,201
Closed -$2.75M – 55
2020
Q4 		$2.75M Buy
+38,201
New +$2.52M 2.37% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's PWR Position: Q1 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Quanta Services (PWR) in Q1 2021, closing a stake of 38,201 shares — an estimated $2.75M sold.

Wealth Enhancement & Preservation of GA first reported a position in PWR in Q4 2020 and held it in 1 quarter. The position peaked at $2.75M in Q4 2020. 611 funds tracked by Wall St. Rank hold PWR as of Q1 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Quanta Services position as of Q1 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 38,201 Quanta Services shares in Q1 2021, an estimated $2.75M.
  • Wealth Enhancement & Preservation of GA first reported a position in Quanta Services in Q4 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Quanta Services position peaked at $2.75M in Q4 2020.
  • 611 funds tracked by Wall St. Rank held Quanta Services as of Q1 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2021, filed 21 Apr 2021.