AXS Investments’s Quanta Services PWR Stock Holding History

AXS Investments’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
2023 Q4	–	Sell	-2,500	Closed	-$468K	–	423
2023 Q3	$468K	Sell	2,500 -2,000	-44%	-$401K	0.12%	219
2023 Q2	$884K	Buy	+4,500	New	+$786K	0.24%	160

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

AXS Investments's PWR Position: Q4 2023 in Review

AXS Investments sold out of Quanta Services (PWR) in Q4 2023, closing a stake of 2,500 shares — an estimated $468K sold.

AXS Investments first reported a position in PWR in Q2 2023 and held it in 2 quarters. The position peaked at $884K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

AXS Investments reported no remaining Quanta Services position as of Q4 2023 after selling out during the quarter.
AXS Investments sold 2,500 Quanta Services shares in Q4 2023, an estimated $468K.
AXS Investments first reported a position in Quanta Services in Q2 2023 and held it in 2 quarters.
AXS Investments's Quanta Services position peaked at $884K in Q2 2023.
1,017 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.