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
Search
Sign in
Sign up
WAM
Wealthspire Advisors (Maryland)’s
Quanta Services
PWR
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
PWR Stock Details
PWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-217
Closed
-$8K
–
1637
2019
Q1
$8K
Buy
217
+67
+45%
+$2.34K
﹤0.01%
1637
2018
Q4
$5K
Sell
150
-50
-25%
-$1.62K
﹤0.01%
1751
2018
Q3
$7K
Buy
200
+67
+50%
+$2.28K
﹤0.01%
1672
2018
Q2
$4K
Sell
133
-27
-17%
-$945
﹤0.01%
1900
2018
Q1
$5K
Sell
160
-6
-4%
-$218
﹤0.01%
1827
2017
Q4
$6K
Buy
166
+44
+36%
+$1.65K
﹤0.01%
1785
2017
Q3
$5K
Buy
122
+72
+144%
+$2.52K
﹤0.01%
1798
2017
Q2
$2K
Buy
50
+17
+52%
+$566
﹤0.01%
2001
2017
Q1
$1K
Buy
33
+7
+27%
+$256
﹤0.01%
1829
2016
Q4
$1K
Sell
26
-12
-32%
-$377
﹤0.01%
1667
2016
Q3
$1K
Buy
38
+8
+27%
+$204
﹤0.01%
1652
2016
Q2
$1K
Sell
30
-2,730
-99%
-$63.1K
﹤0.01%
1622
2016
Q1
$62K
Sell
2,760
-8,549
-76%
-$169K
0.01%
645
2015
Q4
$229K
Buy
+11,309
New
+$243K
0.04%
333
Other funds holding PWR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LAM
Lyrical Asset Management
New York
$6.56B AUM
20.06%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
PP
Peconic Partners
New York
$5.78B AUM
127.23%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Kovitz Investment Group Partners
Chicago, Illinois
$4.31B AUM
20.41%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close