BWM
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Biltmore Wealth Management’s Quanta Services PWR Stock Holding History

Biltmore 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
2022
Q3 		– Sell
-6,352
Closed -$796K – 52
2022
Q2 		$796K Sell
6,352
-75
-1% -$9.21K 0.35% 24
2022
Q1 		$846K Sell
6,427
-21
-0.3% -$2.33K 0.33% 31
2021
Q4 		$739K Sell
6,448
-867
-12% -$100K 0.28% 35
2021
Q3 		$833K Buy
+7,315
New +$733K 0.33% 30
2020
Q2 		– Sell
-10,551
Closed -$430K – 55
2020
Q1 		$430K Hold
10,551
– – 0.21% 33
2019
Q4 		$430K Sell
10,551
-1,127
-10% -$46K 0.21% 33
2019
Q3 		$441K Sell
11,678
-493
-4% -$17.8K 0.22% 32
2019
Q2 		$465K Sell
12,171
-3,211
-21% -$122K 0.23% 29
2019
Q1 		$581K Buy
+15,382
New +$537K 0.31% 22

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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