Clifford Swan Investment Counsel’s Quanta Services PWR Stock Holding History

Clifford Swan Investment Counsel’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 Q4	–	Sell	-17,015	Closed	-$2.17M	–	314
2022 Q3	$2.17M	Sell	17,015 -22	-0.1%	-$3.01K	0.1%	127
2022 Q2	$2.13M	Buy	17,037 +22	+0.1%	+$2.7K	0.09%	129
2022 Q1	$2.24M	Hold	17,015	–	–	0.08%	136
2021 Q4	$1.95M	Hold	17,015	–	–	0.07%	151
2021 Q3	$2.06M	Hold	17,015	–	–	0.08%	148
2021 Q2	$1.51M	Buy	17,015 +15	+0.1%	+$1.41K	0.06%	150
2021 Q1	$1.5M	Hold	17,000	–	–	0.06%	150
2020 Q4	$1.22M	Hold	17,000	–	–	0.05%	161
2020 Q3	$899K	Hold	17,000	–	–	0.04%	173
2020 Q2	$667K	Hold	17,000	–	–	0.03%	190
2020 Q1	$539K	Hold	17,000	–	–	0.03%	195
2019 Q4	$692K	Hold	17,000	–	–	0.03%	192
2019 Q3	$643K	Hold	17,000	–	–	0.03%	186
2019 Q2	$649K	Hold	17,000	–	–	0.03%	186
2019 Q1	$642K	Hold	17,000	–	–	0.03%	189
2018 Q4	$512K	Hold	17,000	–	–	0.03%	199
2018 Q3	$567K	Hold	17,000	–	–	0.03%	199
2018 Q2	$568K	Hold	17,000	–	–	0.03%	195
2018 Q1	$584K	Hold	17,000	–	–	0.03%	195
2017 Q4	$665K	Hold	17,000	–	–	0.04%	194
2017 Q3	$635K	Hold	17,000	–	–	0.04%	192
2017 Q2	$560K	Hold	17,000	–	–	0.03%	209
2017 Q1	$631K	Hold	17,000	–	–	0.04%	187
2016 Q4	$592K	Hold	17,000	–	–	0.04%	183
2016 Q3	$476K	Buy	+17,000	New	+$433K	0.03%	197

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Clifford Swan Investment Counsel's PWR Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of Quanta Services (PWR) in Q4 2022, closing a stake of 17,015 shares — an estimated $2.17M sold.

Clifford Swan Investment Counsel first reported a position in PWR in Q3 2016 and held it in 25 quarters. The position peaked at $2.24M in Q1 2022. 870 funds tracked by Wall St. Rank hold PWR as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining Quanta Services position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 17,015 Quanta Services shares in Q4 2022, an estimated $2.17M.
Clifford Swan Investment Counsel first reported a position in Quanta Services in Q3 2016 and held it in 25 quarters.
Clifford Swan Investment Counsel's Quanta Services position peaked at $2.24M in Q1 2022.
870 funds tracked by Wall St. Rank held Quanta Services as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.