Berman Capital Advisors’s Quanta Services PWR Stock Holding History

Berman Capital 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
2021 Q3	$118K	Buy	1,050 +388	+59%	+$38.9K	0.02%	393
2021 Q2	$59K	Buy	662 +214	+48%	+$20.1K	0.01%	526
2021 Q1	$39K	Buy	448 +312	+229%	+$24.8K	0.01%	574
2020 Q4	$9K	Buy	136 +46	+51%	+$3.03K	﹤0.01%	959
2020 Q3	$4K	Hold	90	–	–	﹤0.01%	1128
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	1171
2020 Q1	$2K	Buy	90 +32	+55%	+$1.19K	﹤0.01%	1173
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	1230
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	1215
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	1222
2019 Q1	$2K	Sell	58 -43	-43%	-$1.5K	﹤0.01%	1112
2018 Q4	$2K	Buy	+101	New	+$3.27K	﹤0.01%	888

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's PWR Position: Q3 2021 in Review

Berman Capital Advisors increased its Quanta Services (PWR) stake by 59% in Q3 2021, buying an estimated $38.9K and bringing the position to 1,050 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #393.

Berman Capital Advisors first reported a position in PWR in Q4 2018 and has held it in 12 quarters since. 673 funds tracked by Wall St. Rank hold PWR as of Q3 2021.

Berman Capital Advisors held 1,050 shares of Quanta Services worth $118K as of Q3 2021.
Berman Capital Advisors bought 388 Quanta Services shares in Q3 2021, an estimated $38.9K.
Quanta Services made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #393 holding.
Berman Capital Advisors first reported a position in Quanta Services in Q4 2018 and has held it in 12 quarters since.
673 funds tracked by Wall St. Rank held Quanta Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.