Bollard Group’s Quanta Services PWR Stock Holding History

Bollard Group’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 Q3	–	Sell	-5	Closed	-$1K	–	605
2023 Q2	$1K	Buy	+5	New	+$873	﹤0.01%	634

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Bollard Group's PWR Position: Q3 2023 in Review

Bollard Group sold out of Quanta Services (PWR) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

Bollard Group first reported a position in PWR in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 960 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

Bollard Group reported no remaining Quanta Services position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 Quanta Services shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in Quanta Services in Q2 2023 and held it in 1 quarter.
Bollard Group's Quanta Services position peaked at $1K in Q2 2023.
960 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.