Baystate Wealth Management’s Quanta Services PWR Stock Holding History

Baystate Wealth Management’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	$10.2K	Buy	47 +3	+7%	+$554	﹤0.01%	716
2023 Q3	$8.26K	Hold	44	–	–	﹤0.01%	616
2023 Q2	$8.67K	Hold	44	–	–	﹤0.01%	599
2023 Q1	$7.35K	Hold	44	–	–	﹤0.01%	613
2022 Q4	$6K	Hold	44	–	–	﹤0.01%	667
2022 Q3	$6K	Hold	44	–	–	﹤0.01%	625
2022 Q2	$6K	Hold	44	–	–	﹤0.01%	651
2022 Q1	$6K	Hold	44	–	–	﹤0.01%	641
2021 Q4	$5K	Hold	44	–	–	﹤0.01%	654
2021 Q3	$5K	Hold	44	–	–	﹤0.01%	599
2021 Q2	$4K	Hold	44	–	–	﹤0.01%	588
2021 Q1	$4K	Buy	+44	New	+$3.5K	﹤0.01%	535

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

Baystate Wealth Management's PWR Position: Q4 2023 in Review

Baystate Wealth Management increased its Quanta Services (PWR) stake by 6.8% in Q4 2023, buying an estimated $554 and bringing the position to 47 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Baystate Wealth Management first reported a position in PWR in Q1 2021 and has held it in 12 quarters since. 1,017 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

Baystate Wealth Management held 47 shares of Quanta Services worth $10.2K as of Q4 2023.
Baystate Wealth Management bought 3 Quanta Services shares in Q4 2023, an estimated $554.
Quanta Services made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #716 holding.
Baystate Wealth Management first reported a position in Quanta Services in Q1 2021 and has held it in 12 quarters since.
1,017 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.