WAM
PWR icon

Wealthspire Advisors (Maryland)’s Quanta Services PWR Stock Holding History

Wealthspire Advisors (Maryland)’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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PWR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Quanta Services (PWR) in Q2 2019, closing a stake of 217 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in PWR in Q4 2015 and held it in 14 quarters. The position peaked at $229K in Q4 2015. 456 funds tracked by Wall St. Rank hold PWR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Quanta Services position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 217 Quanta Services shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Quanta Services in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Quanta Services position peaked at $229K in Q4 2015.
  • 456 funds tracked by Wall St. Rank held Quanta Services as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.