Engrave Wealth Partners’s Quanta Services PWR Stock Holding History

Engrave Wealth Partners’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 Q4	$314K	Hold	1,454	–	–	0.09%	61
2023 Q3	$272K	Hold	1,454	–	–	0.08%	55
2023 Q2	$286K	Hold	1,454	–	–	0.09%	53
2023 Q1	$243K	Hold	1,454	–	–	0.08%	62
2022 Q4	$210K	Buy	+1,454	New	+$206K	0.07%	67

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Engrave Wealth Partners's PWR Position: Q4 2023 in Review

Engrave Wealth Partners held its Quanta Services (PWR) position steady in Q4 2023 at 1,454 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #61.

Engrave Wealth Partners first reported a position in PWR in Q4 2022 and has held it in 5 quarters since. 1,018 funds tracked by Wall St. Rank hold PWR as of Q4 2023.

Engrave Wealth Partners held 1,454 shares of Quanta Services worth $314K as of Q4 2023.
Engrave Wealth Partners left its Quanta Services share count unchanged in Q4 2023.
Quanta Services made up 0.09% of Engrave Wealth Partners's portfolio in Q4 2023, its #61 holding.
Engrave Wealth Partners first reported a position in Quanta Services in Q4 2022 and has held it in 5 quarters since.
1,018 funds tracked by Wall St. Rank held Quanta Services as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.