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Wunderlich Capital Managemnt’s Quanta Services PWR Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$4.33M Sell
17,040
-392
-2% -$104K 1.93% 13
2024
Q1 		$4.53M Sell
17,432
-11,439
-40% -$2.53M 2.04% 11
2023
Q4 		$6.23M Sell
28,871
-1,557
-5% -$288K 2.8% 6
2023
Q3 		$5.69M Sell
30,428
-1,238
-4% -$248K 2.81% 5
2023
Q2 		$6.22M Sell
31,666
-993
-3% -$173K 3.05% 4
2023
Q1 		$5.44M Sell
32,659
-1,176
-3% -$181K 2.83% 3
2022
Q4 		$4.82M Sell
33,835
-1,762
-5% -$250K 2.69% 5
2022
Q3 		$4.54M Sell
35,597
-191
-0.5% -$26.1K 2.9% 7
2022
Q2 		$4.49M Sell
35,788
-1,117
-3% -$137K 2.61% 7
2022
Q1 		$4.86M Sell
36,905
-955
-3% -$106K 2.29% 8
2021
Q4 		$4.34M Sell
37,860
-527
-1% -$60.8K 1.93% 10
2021
Q3 		$4.37M Sell
38,387
-682
-2% -$68.4K 2.11% 11
2021
Q2 		$3.54M Sell
39,069
-678
-2% -$63.7K 1.79% 13
2021
Q1 		$3.5M Sell
39,747
-1,105
-3% -$88K 1.91% 11
2020
Q4 		$2.94M Sell
40,852
-190
-0.5% -$12.5K 1.63% 18
2020
Q3 		$2.17M Buy
41,042
+205
+0.5% +$9.54K 1.34% 27
2020
Q2 		$1.6M Buy
+40,837
New +$1.46M 1.12% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wunderlich Capital Managemnt's PWR Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its Quanta Services (PWR) stake by 2.2% in Q2 2024, selling an estimated $104K and leaving 17,040 shares worth $4.33M. The position accounts for 1.93% of the portfolio, ranked #13.

Wunderlich Capital Managemnt first reported a position in PWR in Q2 2020 and has held it in 17 quarters since. The position peaked at $6.23M in Q4 2023. 1,143 funds tracked by Wall St. Rank hold PWR as of Q2 2024.

  • Wunderlich Capital Managemnt held 17,040 shares of Quanta Services worth $4.33M as of Q2 2024.
  • Wunderlich Capital Managemnt sold 392 Quanta Services shares in Q2 2024, an estimated $104K.
  • Quanta Services made up 1.93% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #13 holding.
  • Wunderlich Capital Managemnt first reported a position in Quanta Services in Q2 2020 and has held it in 17 quarters since.
  • Wunderlich Capital Managemnt's Quanta Services position peaked at $6.23M in Q4 2023.
  • 1,143 funds tracked by Wall St. Rank held Quanta Services as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.