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Epic Trust Investment Advisors’s Quanta Services PWR Stock Holding History

Epic Trust Investment Advisors’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
Q2 		– Sell
-3,478
Closed -$458K – 87
2022
Q1 		$458K Buy
3,478
+414
+14% +$46K 0.71% 32
2021
Q4 		$351K Buy
+3,064
New +$353K 0.51% 48

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
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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Epic Trust Investment Advisors's PWR Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Quanta Services (PWR) in Q2 2022, closing a stake of 3,478 shares — an estimated $458K sold.

Epic Trust Investment Advisors first reported a position in PWR in Q4 2021 and held it in 2 quarters. The position peaked at $458K in Q1 2022. 783 funds tracked by Wall St. Rank hold PWR as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Quanta Services position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,478 Quanta Services shares in Q2 2022, an estimated $458K.
  • Epic Trust Investment Advisors first reported a position in Quanta Services in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Quanta Services position peaked at $458K in Q1 2022.
  • 783 funds tracked by Wall St. Rank held Quanta Services as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.