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Disciplined Investments’s Quanta Services PWR Stock Holding History

Disciplined Investments’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
-14
Closed -$2.75K – 1202
2023
Q2 		$2.75K Hold
14
– – ﹤0.01% 541
2023
Q1 		$2.33K Hold
14
– – ﹤0.01% 605
2022
Q4 		$2K Sell
14
-2
-13% -$284 ﹤0.01% 622
2022
Q3 		$2K Buy
16
+4
+33% +$547 ﹤0.01% 704
2022
Q2 		$2K Sell
12
-9
-43% -$1.1K ﹤0.01% 721
2022
Q1 		$3K Buy
+21
New +$2.33K ﹤0.01% 599

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's PWR Position: Q3 2023 in Review

Disciplined Investments sold out of Quanta Services (PWR) in Q3 2023, closing a stake of 14 shares — an estimated $2.75K sold.

Disciplined Investments first reported a position in PWR in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 960 funds tracked by Wall St. Rank hold PWR as of Q3 2023.

  • Disciplined Investments reported no remaining Quanta Services position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Quanta Services shares in Q3 2023, an estimated $2.75K.
  • Disciplined Investments first reported a position in Quanta Services in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Quanta Services position peaked at $3K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held Quanta Services as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.