Blue Bell Private Wealth Management’s Quanta Services PWR Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-146	Closed	-$20.8K	–	699
2022 Q4	$20.8K	Hold	146	–	–	0.01%	307
2022 Q3	$19K	Hold	146	–	–	0.01%	304
2022 Q2	$18K	Hold	146	–	–	0.01%	330
2022 Q1	$19K	Hold	146	–	–	0.01%	331
2021 Q4	$17K	Buy	+146	New	+$16.8K	﹤0.01%	322

Other funds holding PWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Bell Private Wealth Management's PWR Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Quanta Services (PWR) in Q1 2023, closing a stake of 146 shares — an estimated $20.8K sold.

Blue Bell Private Wealth Management first reported a position in PWR in Q4 2021 and held it in 5 quarters. The position peaked at $20.8K in Q4 2022. 891 funds tracked by Wall St. Rank hold PWR as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Quanta Services position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 146 Quanta Services shares in Q1 2023, an estimated $20.8K.
Blue Bell Private Wealth Management first reported a position in Quanta Services in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's Quanta Services position peaked at $20.8K in Q4 2022.
891 funds tracked by Wall St. Rank held Quanta Services as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.