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BDO Wealth Advisors’s Quanta Services PWR Stock Holding History

BDO Wealth Advisors’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
Q2 		$2.53M Buy
12,891
+200
+2% +$34.9K 0.29% 77
2023
Q1 		$2.11M Sell
12,691
-953
-7% -$147K 0.26% 81
2022
Q4 		$1.94M Buy
13,644
+176
+1% +$25K 0.24% 90
2022
Q3 		$1.72M Sell
13,468
-6,498
-33% -$889K 0.23% 92
2022
Q2 		$2.5M Sell
19,966
-234
-1% -$28.7K 0.31% 63
2022
Q1 		$2.66M Buy
20,200
+285
+1% +$31.7K 0.28% 70
2021
Q4 		$2.28M Buy
19,915
+221
+1% +$25.5K 0.24% 80
2021
Q3 		$2.24M Sell
19,694
-4
-0% -$401 0.25% 71
2021
Q2 		$1.78M Sell
19,698
-2,207
-10% -$207K 0.2% 88
2021
Q1 		$1.93M Sell
21,905
-3,458
-14% -$275K 0.23% 79
2020
Q4 		$1.83M Sell
25,363
-663
-3% -$43.7K 0.26% 70
2020
Q3 		$1.38M Sell
26,026
-70
-0.3% -$3.26K 0.22% 77
2020
Q2 		$1.02M Buy
26,096
+3,600
+16% +$128K 0.18% 87
2020
Q1 		$714K Buy
22,496
+5,927
+36% +$220K 0.14% 106
2019
Q4 		$675K Sell
16,569
-1,397
-8% -$57K 0.17% 98
2019
Q3 		$679K Buy
17,966
+1,738
+11% +$62.8K 0.17% 99
2019
Q2 		$620K Buy
16,228
+1,150
+8% +$43.7K 0.17% 98
2019
Q1 		$569K Buy
15,078
+2,051
+16% +$71.6K 0.17% 104
2018
Q4 		$392K Sell
13,027
-1,750
-12% -$56.6K 0.13% 108
2018
Q3 		$493K Sell
14,777
-300
-2% -$10.2K 0.16% 97
2018
Q2 		$504K Buy
15,077
+800
+6% +$28K 0.17% 94
2018
Q1 		$490K Buy
14,277
+3,302
+30% +$120K 0.18% 87
2017
Q4 		$429K Buy
10,975
+1,825
+20% +$68.5K 0.19% 83
2017
Q3 		$342K Buy
9,150
+2,175
+31% +$76.3K 0.17% 85
2017
Q2 		$230K Buy
+6,975
New +$232K 0.1% 121

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's PWR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Quanta Services (PWR) stake by 1.6% in Q2 2023, buying an estimated $34.9K and bringing the position to 12,891 shares worth $2.53M. The position accounts for 0.29% of the portfolio, ranked #77.

BDO Wealth Advisors first reported a position in PWR in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.66M in Q1 2022. 940 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

  • BDO Wealth Advisors held 12,891 shares of Quanta Services worth $2.53M as of Q2 2023.
  • BDO Wealth Advisors bought 200 Quanta Services shares in Q2 2023, an estimated $34.9K.
  • Quanta Services made up 0.29% of BDO Wealth Advisors's portfolio in Q2 2023, its #77 holding.
  • BDO Wealth Advisors first reported a position in Quanta Services in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Quanta Services position peaked at $2.66M in Q1 2022.
  • 940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.