CSat Investment Advisory’s Quanta Services PWR Stock Holding History

CSat Investment Advisory’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 Q1	$67K	Sell	758 -55	-7%	-$4.38K	0.06%	133
2020 Q4	$59K	Sell	813 -1,017	-56%	-$67.1K	0.05%	128
2020 Q3	$96K	Sell	1,830 -818	-31%	-$38.1K	0.01%	480
2020 Q2	$104K	Buy	2,648 +869	+49%	+$31K	0.01%	457
2020 Q1	$57K	Sell	1,779 -13	-0.7%	-$483	0.01%	490
2019 Q4	$73K	Sell	1,792 -312	-15%	-$12.7K	0.02%	468
2019 Q3	$79K	Buy	2,104 +317	+18%	+$11.4K	0.02%	363
2019 Q2	$69K	Buy	1,787 +139	+8%	+$5.28K	0.02%	372
2019 Q1	$62K	Sell	1,648 -210	-11%	-$7.33K	0.03%	150
2018 Q4	$56K	Buy	1,858 +649	+54%	+$21K	0.03%	151
2018 Q3	$40K	Buy	1,209 +371	+44%	+$12.6K	0.02%	154
2018 Q2	$28K	Buy	+838	New	+$29.3K	0.01%	177

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

CSat Investment Advisory's PWR Position: Q1 2021 in Review

CSat Investment Advisory reduced its Quanta Services (PWR) stake by 6.8% in Q1 2021, selling an estimated $4.38K and leaving 758 shares worth $67K. The position accounts for 0.06% of the portfolio, ranked #133.

CSat Investment Advisory first reported a position in PWR in Q2 2018 and has held it in 12 quarters since. The position peaked at $104K in Q2 2020. 611 funds tracked by Wall St. Rank hold PWR as of Q1 2021.

CSat Investment Advisory held 758 shares of Quanta Services worth $67K as of Q1 2021.
CSat Investment Advisory sold 55 Quanta Services shares in Q1 2021, an estimated $4.38K.
Quanta Services made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #133 holding.
CSat Investment Advisory first reported a position in Quanta Services in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Quanta Services position peaked at $104K in Q2 2020.
611 funds tracked by Wall St. Rank held Quanta Services as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.