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ACG Wealth’s Quanta Services PWR Stock Holding History

ACG Wealth’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
Q2 		– Sell
-100
Closed -$9K – 339
2021
Q1 		$9K Hold
100
– – ﹤0.01% 314
2020
Q4 		$7K Hold
100
– – ﹤0.01% 316
2020
Q3 		$5K Buy
+100
New +$4.65K ﹤0.01% 294

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACG Wealth's PWR Position: Q3 2022 in Review

ACG Wealth reduced its Quanta Services (PWR) stake by 27% in Q3 2022, selling an estimated $675K and leaving 13,406 shares worth $1.71M. The position accounts for 0.39% of the portfolio, ranked #72.

ACG Wealth first reported a position in PWR in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.47M in Q1 2022. 819 funds tracked by Wall St. Rank hold PWR as of Q3 2022.

  • ACG Wealth held 13,406 shares of Quanta Services worth $1.71M as of Q3 2022.
  • ACG Wealth sold 4,938 Quanta Services shares in Q3 2022, an estimated $675K.
  • Quanta Services made up 0.39% of ACG Wealth's portfolio in Q3 2022, its #72 holding.
  • ACG Wealth first reported a position in Quanta Services in Q4 2018 and has held it in 16 quarters since.
  • ACG Wealth's Quanta Services position peaked at $2.47M in Q1 2022.
  • 819 funds tracked by Wall St. Rank held Quanta Services as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.