Financial Architects (New Jersey)’s Quanta Services PWR Stock Holding History

Financial Architects (New Jersey)’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 Q2	$467K	Buy	2,377 +175	+8%	+$30.6K	0.07%	214
2023 Q1	$367K	Hold	2,202	–	–	0.06%	238
2022 Q4	$314K	Hold	2,202	–	–	0.05%	260
2022 Q3	$281K	Buy	+2,202	New	+$301K	0.05%	256
2022 Q2	–	Sell	-2,289	Closed	-$301K	–	211
2022 Q1	$301K	Buy	+2,289	New	+$254K	0.04%	264
2019 Q3	–	Sell	-545	Closed	-$21K	–	1138
2019 Q2	$21K	Sell	545 -4,623	-89%	-$176K	﹤0.01%	704
2019 Q1	$195K	Buy	+5,168	New	+$180K	0.03%	294
2016 Q4	–	Sell	-300	Closed	-$8K	–	1476
2016 Q3	$8K	Hold	300	–	–	﹤0.01%	1053
2016 Q2	$7K	Buy	+300	New	+$6.93K	﹤0.01%	1050

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s PWR Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Quanta Services (PWR) stake by 7.9% in Q2 2023, buying an estimated $30.6K and bringing the position to 2,377 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #214.

Financial Architects (New Jersey) first reported a position in PWR in Q2 2016 and has held it in 9 quarters since. 940 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

Financial Architects (New Jersey) held 2,377 shares of Quanta Services worth $467K as of Q2 2023.
Financial Architects (New Jersey) bought 175 Quanta Services shares in Q2 2023, an estimated $30.6K.
Quanta Services made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #214 holding.
Financial Architects (New Jersey) first reported a position in Quanta Services in Q2 2016 and has held it in 9 quarters since.
940 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.